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Australia markets open in 2 hours 45 minutes
ALL ORDS
8,012.20
-57.90
(-0.72%)
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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
Risk overview
Morningstar risk rating
★★
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
Risk statistics
3 years
IDANX
Category average
5 years
IDANX
Category average
10 years
IDANX
Category average
Alpha
-1.09
-0.01
-2.02
-0.03
N/A
-0.03
BETA
0.87
0.01
0.91
0.01
N/A
0.01
Mean annual return
0.84
0.01
1.04
0.01
N/A
0.01
R-squared
84.18
0.78
88.04
0.83
N/A
0.84
Standard deviation
16.68
0.17
17.78
0.19
N/A
0.16
Sharpe ratio
0.43
0
0.58
0
N/A
0.01
Treynor ratio
7.1
0.04
10.3
0.07
N/A
0.08
Data disclaimer
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