Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRUEX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS E) | NA | -7.04% | 0.21% | 2.23% | 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 |
|---|---|---|
| IRUEX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS 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 | -7.04 | 0.21 | 2.23 | NA | NA | NA | … | … | -9.50 | 9.95 | -5.27 | 16.93 | -1.03 | 1.34 |
| Sharpe Ratio | NA | -0.41 | -0.01 | 0.06 | NA | NA | NA | … | … | -1.06 | 0.49 | -0.13 | 1.26 | -0.17 | 0.12 |
| Standard Deviation(%) | NA | 17.92 | 29.03 | 23.87 | NA | NA | NA | … | … | 15.91 | 20.08 | 43.67 | 12.34 | 13.99 | 10.43 |
| Draw Down(%) | NA | 17.01 | 34.95 | 34.95 | NA | NA | NA | … | … | 12.66 | 11.96 | 34.95 | 6.56 | 13.79 | 5.64 |
| Yield(%) | 0.00 | 2.50 | 2.12 | 2.13 | 1.07 | 0.72 | 0.54 | … | … | 0.87 | 2.50 | 1.83 | 2.09 | 2.39 | 0.74 |
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 |
|---|---|---|---|---|
| IRUEX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS E) |
-3.97%
Sep 2017 – Sep 2020 |
2.59%
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 |
|---|---|---|---|---|
| IRUEX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS E) |
8.89%
Apr 2018 – Apr 2021 |
3.86%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart