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Zacks Dividend Investor (ZDIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.02+0.04 (+0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.82%
5-year average return8.01%
Number of years up5
Number of years down4
Best 1-yr total return (2 Jul 2024)25.17%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.17%
Worst 3-yr total return5.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnZDIVXCategory
YTD8.47%4.44%
1-month0.37%-4.04%
3-month-0.55%4.09%
1-year14.57%14.37%
3-year6.40%6.04%
5-year8.34%9.20%
10-year8.19%8.57%
Last bull market21.69%22.97%
Last bear market-8.57%-11.27%

Annual total return (%) history

Year
ZDIVXCategory
2024
N/AN/A
2023
4.35%11.63%
2022
-2.13%-5.90%
2021
25.17%26.22%
2020
-0.60%2.91%
2019
24.86%25.04%
2018
-6.02%-8.53%
2017
16.21%15.94%
2016
14.54%14.81%
2015
-2.11%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%-0.55%N/AN/A
2023-3.70%2.59%-2.53%8.37%
20220.16%-8.57%-7.07%15.00%
202110.53%4.15%-0.34%9.10%
2020-23.00%12.21%2.89%11.82%
201910.24%4.59%1.82%6.36%
2018-3.17%0.52%6.17%-9.06%
20173.85%1.56%4.61%5.33%
20161.27%4.52%3.36%4.70%
2015-1.60%-0.36%-7.01%7.37%
20143.26%0.39%3.82%N/A

Rank in category (by total return)

YTD33
1-month23
3-month30
1-year51
3-year51
5-year80

Load adjusted returns

1-year14.57%
3-year6.40%
5-year8.34%
10-year8.19%