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Ivy Funds - Proshares S&P 500 Dividend Aristocrats Index Fund (IDAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.92000.0000 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.43%
5-year average return10.05%
Number of years up4
Number of years down2
Best 1-yr total return (18 Apr 2024)26.99%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return26.99%
Worst 3-yr total return8.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIDAAXCategory
YTD8.82%4.44%
1-month5.20%-4.04%
3-month8.82%4.09%
1-year19.33%14.37%
3-year8.83%6.04%
5-year11.23%9.20%
10-year0.00%8.57%
Last bull market35.09%22.97%
Last bear market-9.88%-11.27%

Annual total return (%) history

Year
IDAAXCategory
2024
N/AN/A
2023
9.55%11.63%
2022
-6.37%-5.90%
2021
25.00%26.22%
2020
7.88%2.91%
2019
26.99%25.04%
2018
-3.54%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.82%N/AN/AN/A
2023-0.10%3.04%-3.10%9.83%
2022-3.29%-9.88%-4.80%12.84%
20218.23%5.61%-1.92%11.50%
2020-23.39%17.47%7.63%11.37%
201912.24%2.92%3.50%6.21%
2018-2.50%0.76%7.67%-8.80%
20173.39%8.05%N/AN/A

Rank in category (by total return)

YTD49
1-month40
3-month49
1-year62
3-year53
5-year43

Load adjusted returns

1-year12.47%
3-year6.70%
5-year9.92%
10-yearN/A