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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
3
Number of years down
1
Best 1-yr total return (9 Jun 2022)
27.05%
Worst 1-yr total return (9 Jun 2022)
N/A
Risk statistics
3 years
IDAEX
Category average
5 years
IDAEX
Category average
10 years
IDAEX
Category average
Alpha
-0.53
-0.01
-0.14
-0.03
N/A
-0.03
BETA
0.91
0.01
0.89
0.01
N/A
0.01
Mean annual return
1.24
0.01
1.04
0.01
N/A
0.01
R-squared
88.32
0.78
87.9
0.83
N/A
0.84
Standard deviation
17.54
0.17
15.64
0.19
N/A
0.16
Sharpe ratio
1.35
0
1.41
0
N/A
0.01
Treynor ratio
15.03
0.04
12.02
0.07
N/A
0.08
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