Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDAAX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS A) | NA | 7.21% | 3.76% | 8.62% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDAAX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS A) | 04/25/2017 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.21 | 3.76 | 8.62 | NA | NA | NA | … | … | 4.44 | 9.47 | -9.09 | 24.55 | 7.88 | 27.00 | -3.54 | 13.04 |
| Sharpe Ratio | NA | 0.41 | 0.01 | 0.11 | NA | NA | NA | … | … | 0.61 | 0.41 | -0.08 | 1.53 | 0.22 | 2.18 | -0.33 | 2.78 |
| Standard Deviation(%) | NA | 9.61 | 80.33 | 64.33 | NA | NA | NA | … | … | 7.27 | 12.93 | 138.01 | 16.01 | 34.78 | 11.73 | 14.87 | 6.77 |
| Draw Down(%) | NA | 11.55 | 64.95 | 64.95 | NA | NA | NA | … | … | 4.08 | 11.55 | 63.52 | 8.56 | 35.55 | 5.58 | 15.40 | 2.39 |
| Yield(%) | 0.00 | 106.62 | 35.46 | 28.23 | 17.78 | 11.85 | 8.89 | … | … | 104.06 | 12.54 | 59.35 | 8.90 | 6.37 | 3.52 | 2.90 | 0.62 |
Data as of 07/23/2024, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAAX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS A) |
3.81%
May 2021 – May 2024 |
7.13%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAAX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS A) |
19.50%
Dec 2018 – Dec 2021 |
11.73%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart