Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRUNX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS N) | NA | 12.44% | 9.08% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRUNX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS N) | 04/25/2017 | 01/07/2022 |
| 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 | 12.44 | 9.08 | NA | NA | NA | NA | … | … | 0.00 | 18.40 | -5.21 | 17.15 | -0.91 | 1.43 |
| Sharpe Ratio | NA | 0.78 | 0.31 | NA | NA | NA | NA | … | … | NA | 1.13 | -0.12 | 1.27 | -0.16 | 0.13 |
| Standard Deviation(%) | NA | 15.98 | 27.90 | NA | NA | NA | NA | … | … | NA | 17.51 | 43.68 | 12.35 | 13.88 | 10.35 |
| Draw Down(%) | NA | 11.28 | 34.91 | NA | NA | NA | NA | … | … | NA | 11.95 | 34.91 | 6.56 | 13.84 | 5.64 |
| Yield(%) | 0.00 | 1.12 | 1.83 | 1.76 | 0.88 | 0.59 | 0.44 | … | … | 0.00 | 1.20 | 1.87 | 2.19 | 2.52 | 0.83 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| IRUNX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS N) |
-3.83%
Sep 2017 – Sep 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRUNX (IVY PROSHARES RUSSELL 2000 DIVIDEND GROWERS INDEX FUND CLASS N) |
9.55%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart