Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRUIX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS I) | NA | -11.19% | -0.01% | 1.22% | 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 |
|---|---|---|
| IRUIX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS I) | 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 | -11.19 | -0.01 | 1.22 | NA | NA | NA | … | … | -11.76 | 9.87 | -5.20 | 17.12 | -0.91 | 1.43 |
| Sharpe Ratio | NA | -0.66 | -0.01 | 0.02 | NA | NA | NA | … | … | -1.04 | 0.49 | -0.12 | 1.28 | -0.16 | 0.13 |
| Standard Deviation(%) | NA | 17.92 | 28.91 | 23.90 | NA | NA | NA | … | … | 15.67 | 19.91 | 43.59 | 12.31 | 13.90 | 10.37 |
| Draw Down(%) | NA | 20.10 | 34.85 | 34.85 | NA | NA | NA | … | … | 15.98 | 11.95 | 34.85 | 6.56 | 13.84 | 5.64 |
| Yield(%) | 0.00 | 43.65 | 17.04 | 11.26 | 5.85 | 3.90 | 2.93 | … | … | 42.37 | 2.55 | 1.88 | 2.16 | 2.52 | 0.83 |
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 |
|---|---|---|---|---|
| IRUIX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS I) |
-3.84%
Sep 2017 – Sep 2020 |
1.49%
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 |
|---|---|---|---|---|
| IRUIX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS I) |
8.98%
Apr 2018 – Apr 2021 |
3.93%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart