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PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.56+0.02 (+0.15%)
At close: 06:54PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.95%
5-year average return9.43%
Number of years up4
Number of years down2
Best 1-yr total return (14 May 2024)22.25%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return22.25%
Worst 3-yr total return2.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFSEXCategory
YTD4.13%12.08%
1-month-3.88%0.64%
3-month3.96%6.49%
1-year15.63%38.01%
3-year2.85%12.74%
5-year7.58%12.82%
10-year0.00%9.05%
Last bull market23.41%18.82%
Last bear market-14.47%-20.53%

Annual total return (%) history

Year
PFSEXCategory
2024
N/AN/A
2023
18.85%N/A
2022
-17.30%N/A
2021
17.81%N/A
2020
11.91%12.96%
2019
22.25%25.26%
2018
-10.38%-10.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.33%N/AN/AN/A
20236.06%5.53%-4.04%10.65%
2022-4.86%-14.47%-7.26%9.59%
20216.96%5.49%-1.56%6.07%
2020-24.39%19.98%6.41%15.94%
201911.81%2.36%-0.50%7.35%
2018-0.90%1.81%4.14%-14.70%

Rank in category (by total return)

YTD43
1-month64
3-month40
1-year46
3-year64
5-year66

Load adjusted returns

1-year15.63%
3-year2.85%
5-year7.58%
10-yearN/A