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Innovative Dividend Performers Fund Class A (INDPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.60+0.02 (+0.19%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.63%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (3 Feb 2019)32.20%
Worst 1-yr total return (3 Feb 2019)32.20%
Best 3-yr total return32.20%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnINDPXCategory
YTD-18.24%3.57%
1-month14.97%2.52%
3-month-1.08%3.57%
1-year3.15%28.04%
3-year0.00%7.40%
5-year0.00%6.46%
10-year0.00%5.59%
Last bull market0.00%16.31%
Last bear market0.00%-14.03%

Annual total return (%) history

Year
INDPXCategory
2020
N/A7.56%
2019
32.20%14.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-44.70%N/AN/AN/A
201911.58%3.26%4.31%10.00%

Rank in category (by total return)

YTD97
1-month1
3-month76
1-year53
3-yearN/A
5-yearN/A

Load adjusted returns

1-year3.15%
3-yearN/A
5-yearN/A
10-yearN/A