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Ivy Funds - Proshares S&P 500 Dividend Aristocrats Index Fund (IDANX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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4.1300
0.0000
(0.00%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.56%
5-year average return
10.36%
Number of years up
4
Number of years down
2
Best 1-yr total return (18 Apr 2024)
27.29%
Worst 1-yr total return (18 Apr 2024)
N/A
Best 3-yr total return
27.29%
Worst 3-yr total return
8.41%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
IDANX
Category
YTD
8.82%
4.44%
1-month
5.15%
-4.04%
3-month
8.82%
4.09%
1-year
19.60%
14.37%
3-year
9.15%
6.04%
5-year
11.53%
9.20%
10-year
0.00%
8.57%
Last bull market
35.34%
22.97%
Last bear market
-9.76%
-11.27%
Annual total return (%) history
Year
IDANX
Category
2024
N/A
N/A
2023
9.86%
11.63%
2022
-5.93%
-5.90%
2021
25.24%
26.22%
2020
8.17%
2.91%
2019
27.29%
25.04%
2018
-3.29%
-8.53%
2017
N/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.82%
N/A
N/A
N/A
2023
-0.04%
3.14%
-3.14%
10.01%
2022
-3.19%
-9.76%
-4.84%
13.15%
2021
8.30%
5.67%
-1.87%
11.52%
2020
-23.33%
17.53%
7.70%
11.45%
2019
12.39%
2.91%
3.64%
6.19%
2018
-2.35%
0.73%
7.73%
-8.73%
2017
3.39%
8.11%
N/A
N/A
Rank in category (by total return)
YTD
49
1-month
43
3-month
49
1-year
60
3-year
47
5-year
37
Load adjusted returns
1-year
19.60%
3-year
9.15%
5-year
11.53%
10-year
N/A
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