Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDAEX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS E) | NA | -3.47% | 9.41% | 10.42% | NA | NA | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDAEX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS E) | 04/25/2017 | 07/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.47 | 9.41 | 10.42 | NA | NA | NA | … | … | -9.54 | 15.92 | 8.03 | 27.05 | -3.54 | 13.04 |
| Sharpe Ratio | NA | -0.22 | 0.38 | 0.48 | NA | NA | NA | … | … | -1.03 | 1.07 | 0.22 | 2.18 | -0.33 | 2.75 |
| Standard Deviation(%) | NA | 17.72 | 23.71 | 20.00 | NA | NA | NA | … | … | 16.44 | 14.89 | 34.74 | 11.75 | 14.85 | 6.84 |
| Draw Down(%) | NA | 14.42 | 35.52 | 35.52 | NA | NA | NA | … | … | 10.79 | 8.68 | 35.52 | 5.58 | 15.40 | 2.39 |
| Yield(%) | 0.00 | 7.83 | 6.55 | 5.65 | 2.89 | 1.93 | 1.45 | … | … | 0.76 | 9.07 | 6.50 | 3.57 | 2.90 | 0.62 |
Data as of 07/27/2022, 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 |
|---|---|---|---|---|
| IDAEX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS E) |
7.13%
May 2017 – May 2020 |
10.70%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAEX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS E) |
19.47%
Dec 2018 – Dec 2021 |
11.82%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart