Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRUAX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS A) | NA | -11.57% | -0.28% | 0.96% | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRUAX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS A) | 04/25/2017 | 10/04/2022 |
| 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 | -11.57 | -0.28 | 0.96 | NA | NA | NA | … | … | -12.09 | 9.91 | -5.36 | 16.85 | -1.25 | 1.27 |
| Sharpe Ratio | NA | -0.69 | -0.02 | 0.01 | NA | NA | NA | … | … | -1.07 | 0.50 | -0.13 | 1.25 | -0.18 | 0.11 |
| Standard Deviation(%) | NA | 17.82 | 28.93 | 23.93 | NA | NA | NA | … | … | 15.56 | 19.93 | 43.64 | 12.34 | 13.98 | 10.40 |
| Draw Down(%) | NA | 20.28 | 34.93 | 34.93 | NA | NA | NA | … | … | 16.06 | 11.95 | 34.93 | 6.57 | 13.82 | 5.64 |
| Yield(%) | 0.00 | 43.41 | 16.82 | 11.02 | 5.72 | 3.81 | 2.86 | … | … | 42.19 | 2.29 | 1.68 | 1.89 | 2.26 | 0.68 |
Data as of 10/04/2022, 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 |
|---|---|---|---|---|
| IRUAX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS A) |
-4.08%
Sep 2017 – Sep 2020 |
1.23%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRUAX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS A) |
8.71%
Apr 2018 – Apr 2021 |
3.69%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart