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PFG Meeder Tactical Strategy Fund (PFTEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.07
+0.01
(+0.10%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.36%
5-year average return
4.84%
Number of years up
4
Number of years down
2
Best 1-yr total return (5 May 2024)
12.30%
Worst 1-yr total return (5 May 2024)
N/A
Best 3-yr total return
12.30%
Worst 3-yr total return
-0.07%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PFTEX
Category
YTD
4.16%
9.69%
1-month
-4.50%
0.97%
3-month
3.39%
5.21%
1-year
12.74%
27.45%
3-year
2.05%
8.85%
5-year
4.19%
8.56%
10-year
0.00%
5.61%
Last bull market
21.35%
10.63%
Last bear market
-9.77%
-12.05%
Annual total return (%) history
Year
PFTEX
Category
2024
N/A
N/A
2023
12.30%
N/A
2022
-13.29%
N/A
2021
11.68%
N/A
2020
3.03%
9.83%
2019
9.96%
14.61%
2018
-5.02%
-7.70%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.07%
N/A
N/A
N/A
2023
2.58%
4.69%
-3.17%
7.99%
2022
-5.15%
-9.77%
-3.71%
5.22%
2021
3.20%
5.10%
-1.04%
4.06%
2020
-14.09%
5.80%
4.85%
8.11%
2019
2.84%
1.64%
0.50%
4.67%
2018
-2.00%
0.71%
3.74%
-7.24%
Rank in category (by total return)
YTD
22
1-month
73
3-month
26
1-year
30
3-year
33
5-year
54
Load adjusted returns
1-year
12.74%
3-year
2.05%
5-year
4.19%
10-year
N/A
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