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

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.75-0.28 (-2.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-10.57%
5-year average return10.47%
Number of years up3
Number of years down1
Best 1-yr total return (9 Jun 2022)27.05%
Worst 1-yr total return (9 Jun 2022)N/A
Best 3-yr total return27.05%
Worst 3-yr total return9.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIDAEXCategory
YTD-10.57%4.44%
1-month-2.38%-4.04%
3-month-3.20%4.09%
1-year-3.52%14.37%
3-year10.46%6.04%
5-year10.47%9.20%
10-year0.00%8.57%
Last bull market35.23%22.97%
Last bear market-21.27%-11.27%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD80
1-month95
3-month29
1-year71
3-year41
5-year17

Load adjusted returns

1-year-1.35%
3-year13.30%
5-year11.26%
10-yearN/A