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Dividend Performers ETF (IPDP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US53656F1930

Issuer

Innovative Portfolios

Inception Date

Dec 24, 2018

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

IPDP has a high expense ratio of 1.52%, indicating higher-than-average management fees.


Expense ratio chart for IPDP: current value at 1.52% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.52%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IPDP vs. VOO IPDP vs. SPY IPDP vs. DIVO IPDP vs. SCHD IPDP vs. FTHI IPDP vs. ^NDX IPDP vs. JEPQ
Popular comparisons:
IPDP vs. VOO IPDP vs. SPY IPDP vs. DIVO IPDP vs. SCHD IPDP vs. FTHI IPDP vs. ^NDX IPDP vs. JEPQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dividend Performers ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


25.00%30.00%35.00%40.00%45.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
39.39%
39.78%
IPDP (Dividend Performers ETF)
Benchmark (^GSPC)

Returns By Period

Dividend Performers ETF had a return of 17.17% year-to-date (YTD) and 17.51% in the last 12 months.


IPDP

YTD

17.17%

1M

-4.89%

6M

5.55%

1Y

17.51%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of IPDP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.39%5.26%3.23%-5.16%4.09%0.32%5.18%2.05%1.28%-1.38%9.11%17.17%
202311.05%-3.73%1.42%2.04%-1.33%9.61%1.45%-0.42%-4.97%-1.80%9.54%5.41%30.24%
202211.82%-9.02%0.27%-15.96%19.52%-7.18%-17.59%17.59%14.09%-13.13%-8.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IPDP is 60, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IPDP is 6060
Overall Rank
The Sharpe Ratio Rank of IPDP is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of IPDP is 5555
Sortino Ratio Rank
The Omega Ratio Rank of IPDP is 5656
Omega Ratio Rank
The Calmar Ratio Rank of IPDP is 6868
Calmar Ratio Rank
The Martin Ratio Rank of IPDP is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IPDP, currently valued at 1.25, compared to the broader market0.002.004.001.251.90
The chart of Sortino ratio for IPDP, currently valued at 1.77, compared to the broader market-2.000.002.004.006.008.0010.001.772.54
The chart of Omega ratio for IPDP, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.001.231.35
The chart of Calmar ratio for IPDP, currently valued at 2.20, compared to the broader market0.005.0010.0015.002.202.81
The chart of Martin ratio for IPDP, currently valued at 7.79, compared to the broader market0.0020.0040.0060.0080.00100.007.7912.39
IPDP
^GSPC

The current Dividend Performers ETF Sharpe ratio is 1.25. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Dividend Performers ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.25
1.90
IPDP (Dividend Performers ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Dividend Performers ETF provided a 3.81% dividend yield over the last twelve months, with an annual payout of $0.74 per share.


1.80%2.00%2.20%2.40%2.60%2.80%$0.00$0.10$0.20$0.30$0.4020222023
Dividends
Dividend Yield
PeriodTTM20232022
Dividend$0.74$0.32$0.38

Dividend yield

3.81%1.88%2.85%

Monthly Dividends

The table displays the monthly dividend distributions for Dividend Performers ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.00$0.57
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.17$0.32
2022$0.16$0.00$0.00$0.15$0.00$0.00$0.07$0.38

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.20%
-3.58%
IPDP (Dividend Performers ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Dividend Performers ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dividend Performers ETF was 31.85%, occurring on Sep 30, 2022. Recovery took 300 trading sessions.

The current Dividend Performers ETF drawdown is 8.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.85%Mar 30, 2022128Sep 30, 2022300Dec 11, 2023428
-8.2%Dec 2, 202413Dec 18, 2024
-7.99%Jul 17, 202414Aug 5, 202412Aug 21, 202426
-6.99%Mar 28, 202416Apr 19, 202418May 15, 202434
-5.09%Sep 3, 20244Sep 6, 20249Sep 19, 202413

Volatility

Volatility Chart

The current Dividend Performers ETF volatility is 4.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.35%
3.64%
IPDP (Dividend Performers ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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