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

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.95000.0000 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.53%
5-year average return10.32%
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 return8.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIDAIXCategory
YTD8.88%4.44%
1-month5.09%-4.04%
3-month8.88%4.09%
1-year19.52%14.37%
3-year9.11%6.04%
5-year11.50%9.20%
10-year0.00%8.57%
Last bull market35.32%22.97%
Last bear market-9.81%-11.27%

Annual total return (%) history

Year
IDAIXCategory
2024
N/AN/A
2023
9.71%11.63%
2022
-5.95%-5.90%
2021
25.22%26.22%
2020
8.15%2.91%
2019
27.29%25.04%
2018
-3.30%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.88%N/AN/AN/A
2023-0.06%3.08%-3.21%10.03%
2022-3.18%-9.81%-4.73%13.06%
20218.30%5.67%-1.93%11.58%
2020-23.33%17.53%7.70%11.43%
201912.39%2.91%3.64%6.19%
2018-2.44%0.82%7.73%-8.74%
20173.39%8.12%N/AN/A

Rank in category (by total return)

YTD48
1-month45
3-month48
1-year61
3-year47
5-year38

Load adjusted returns

1-year19.52%
3-year9.11%
5-year11.50%
10-yearN/A