Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDAIX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS I) | NA | 7.42% | 4.02% | 8.89% | 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 |
|---|---|---|
| IDAIX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS I) | 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 | 7.42 | 4.02 | 8.89 | NA | NA | NA | … | … | 4.55 | 9.64 | -8.75 | 24.84 | 8.15 | 27.29 | -3.30 | 13.21 |
| Sharpe Ratio | NA | 0.44 | 0.02 | 0.11 | NA | NA | NA | … | … | 0.65 | 0.42 | -0.07 | 1.54 | 0.23 | 2.20 | -0.31 | 2.81 |
| Standard Deviation(%) | NA | 9.49 | 80.17 | 64.18 | NA | NA | NA | … | … | 7.22 | 12.96 | 137.73 | 16.10 | 34.72 | 11.74 | 14.82 | 6.79 |
| Draw Down(%) | NA | 11.44 | 64.77 | 64.77 | NA | NA | NA | … | … | 4.06 | 11.44 | 63.46 | 8.68 | 35.55 | 5.57 | 15.34 | 2.39 |
| Yield(%) | 0.00 | 106.80 | 35.62 | 28.45 | 17.98 | 11.98 | 8.99 | … | … | 104.17 | 12.70 | 59.41 | 9.17 | 6.59 | 3.79 | 3.15 | 0.79 |
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 |
|---|---|---|---|---|
| IDAIX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS I) |
4.07%
May 2021 – May 2024 |
7.37%
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 |
|---|---|---|---|---|
| IDAIX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS I) |
19.78%
Dec 2018 – Dec 2021 |
12.01%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart