Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDARX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS R) | NA | 6.69% | 3.34% | 8.16% | 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 |
|---|---|---|
| IDARX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS R) | 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 | 6.69 | 3.34 | 8.16 | NA | NA | NA | … | … | 4.15 | 8.75 | -9.15 | 24.01 | 7.30 | 26.29 | -3.95 | 12.57 |
| Sharpe Ratio | NA | 0.35 | 0.01 | 0.10 | NA | NA | NA | … | … | 0.50 | 0.35 | -0.08 | 1.48 | 0.20 | 2.13 | -0.35 | 2.66 |
| Standard Deviation(%) | NA | 9.86 | 80.14 | 64.16 | NA | NA | NA | … | … | 7.80 | 13.09 | 137.64 | 16.18 | 34.76 | 11.70 | 14.88 | 6.80 |
| Draw Down(%) | NA | 11.73 | 65.01 | 65.01 | NA | NA | NA | … | … | 4.23 | 11.73 | 63.41 | 8.69 | 35.60 | 5.58 | 15.52 | 2.49 |
| Yield(%) | 0.00 | 106.22 | 35.16 | 27.82 | 17.38 | 11.59 | 8.69 | … | … | 103.79 | 11.73 | 58.81 | 8.31 | 5.95 | 2.95 | 2.38 | 0.28 |
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 |
|---|---|---|---|---|
| IDARX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS R) |
3.36%
May 2021 – May 2024 |
6.67%
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 |
|---|---|---|---|---|
| IDARX (IVY PROSHARES S&P 500 DIVIDEND ARISTOCRATS INDEX FUND CLASS R) |
18.89%
Dec 2018 – Dec 2021 |
11.17%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart