Integrity Dividend Harvest A (IDIVX)

14.74 -0.04 (-0.27%) USD  |  Apr 13

IDIVX Performance

Edit Comparables

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 13, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Integrity Dividend Harvest A
--
--
23.88%
11.42%
1.12%
20.93%
11.10%
-5.26%
22.94%
-1.28%
8.31%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.73%
EquityCompass Quality Dividend A
--
--
--
13.67%
-3.84%
13.17%
13.76%
-5.63%
22.93%
-2.77%
12.63%
Federated Hermes Strategic Value Div A
14.48%
6.90%
21.48%
11.30%
3.45%
10.35%
14.73%
-8.49%
19.42%
-8.15%
9.88%
Columbia Dividend Opportunity A
6.57%
13.09%
25.78%
9.75%
-2.64%
13.39%
14.30%
-5.33%
23.36%
0.82%
12.17%
Madison Dividend Income A
1.48%
10.59%
30.27%
8.54%
-0.18%
12.51%
19.63%
-0.95%
24.85%
6.05%
8.85%
As of April 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Integrity Dividend Harvest A
3.38%
7.22%
14.99%
26.23%
9.28%
8.89%
--
--
--
10.28%
S&P 500 Total Return
5.13%
9.11%
18.85%
52.50%
18.17%
17.00%
14.48%
10.35%
8.59%
10.47%
EquityCompass Quality Dividend A
1.92%
9.57%
25.18%
39.52%
10.35%
9.27%
--
--
--
8.79%
Federated Hermes Strategic Value Div A
1.85%
7.10%
17.74%
25.91%
5.16%
5.14%
8.51%
6.30%
--
6.74%
Columbia Dividend Opportunity A
2.47%
9.03%
22.86%
36.89%
9.75%
10.11%
9.98%
8.33%
5.92%
9.03%
Madison Dividend Income A
4.38%
7.07%
16.65%
37.33%
13.64%
13.23%
11.63%
9.00%
7.40%
8.29%
As of April 13, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of March 31, 2021