IDIVX Performance & Returns | Integrity Dividend Harvest A

Integrity Dividend Harvest A (IDIVX)

13.79

-0.10 (-0.72%) USD | Jan 22

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of January 22, 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%

0.36%

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%

2.36%

EquityCompass Quality Dividend A

13.67%

-3.84%

13.17%

13.76%

-5.63%

22.93%

-2.77%

2.63%

Madison Dividend Income A

1.48%

10.59%

30.27%

8.54%

-0.18%

12.51%

19.63%

-0.95%

24.85%

6.05%

0.48%

Praxis Value Index A

-3.58%

16.12%

31.33%

12.57%

-6.41%

16.13%

16.31%

-8.47%

32.21%

3.58%

1.66%

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%

2.20%

As of January 22, 2021.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

Integrity Dividend Harvest A

2.39%

7.96%

9.68%

-2.08%

4.23%

9.62%

9.59%

S&P 500 Total Return

4.30%

11.69%

18.24%

17.77%

12.84%

17.35%

13.91%

9.97%

7.50%

10.27%

EquityCompass Quality Dividend A

4.25%

14.17%

17.78%

-1.13%

3.80%

9.30%

7.70%

Madison Dividend Income A

2.44%

8.26%

13.53%

5.08%

7.72%

13.34%

10.75%

8.49%

6.78%

8.09%

Praxis Value Index A

4.34%

11.89%

16.13%

4.07%

6.59%

13.25%

10.10%

6.19%

5.08%

Federated Hermes Strategic Value Div A

4.06%

10.44%

10.54%

-6.95%

0.58%

5.52%

8.32%

6.06%

6.35%

As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of December 31, 2020