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Dearborn Partners Rising Dividend A (DRDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.37-0.03 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.02%
5-year average return9.50%
Number of years up7
Number of years down3
Best 1-yr total return (27 Jun 2024)29.94%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.94%
Worst 3-yr total return6.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDRDAXCategory
YTD3.58%5.31%
1-month2.78%-4.19%
3-month0.48%3.90%
1-year16.07%20.31%
3-year5.84%6.48%
5-year10.63%11.78%
10-year9.27%10.96%
Last bull market18.25%25.56%
Last bear market-9.75%-15.11%

Annual total return (%) history

Year
DRDAXCategory
2024
N/AN/A
2023
13.48%22.32%
2022
-11.77%-16.96%
2021
24.19%26.07%
2020
10.22%15.83%
2019
29.94%28.78%
2018
-0.85%-6.27%
2017
14.75%20.44%
2016
11.97%10.37%
2015
-4.94%-1.07%
2014
14.47%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.09%N/AN/AN/A
20233.16%4.57%-4.13%9.73%
2022-6.43%-9.75%-4.41%9.30%
20214.23%5.21%-0.27%13.57%
2020-17.21%15.73%7.22%7.29%
201913.16%4.98%4.45%4.72%
2018-2.41%2.00%8.83%-8.47%
20173.83%3.07%3.26%3.84%
20166.87%4.44%-0.13%0.45%
2015-0.25%-3.20%-4.88%3.50%
20141.98%5.24%0.13%6.52%
20133.43%6.39%N/AN/A

Rank in category (by total return)

YTD95
1-month87
3-month91
1-year94
3-year82
5-year93

Load adjusted returns

1-year10.27%
3-year4.05%
5-year9.50%
10-year8.71%