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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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4.13000.0000 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.56%
5-year average return10.36%
Number of years up4
Number of years down2
Best 1-yr total return (18 Apr 2024)27.29%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return27.29%
Worst 3-yr total return8.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIDANXCategory
YTD8.82%4.44%
1-month5.15%-4.04%
3-month8.82%4.09%
1-year19.60%14.37%
3-year9.15%6.04%
5-year11.53%9.20%
10-year0.00%8.57%
Last bull market35.34%22.97%
Last bear market-9.76%-11.27%

Annual total return (%) history

Year
IDANXCategory
2024
N/AN/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/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.82%N/AN/AN/A
2023-0.04%3.14%-3.14%10.01%
2022-3.19%-9.76%-4.84%13.15%
20218.30%5.67%-1.87%11.52%
2020-23.33%17.53%7.70%11.45%
201912.39%2.91%3.64%6.19%
2018-2.35%0.73%7.73%-8.73%
20173.39%8.11%N/AN/A

Rank in category (by total return)

YTD49
1-month43
3-month49
1-year60
3-year47
5-year37

Load adjusted returns

1-year19.60%
3-year9.15%
5-year11.53%
10-yearN/A