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PFS Funds - Taylor Frigon Core Growth Fund (TFCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.85-0.05 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.81%
5-year average return6.94%
Number of years up6
Number of years down1
Best 1-yr total return (15 May 2024)79.54%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return79.54%
Worst 3-yr total return-11.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTFCGXCategory
YTD2.13%12.40%
1-month-6.82%3.37%
3-month4.87%4.88%
1-year25.19%55.69%
3-year-14.06%19.34%
5-year5.41%20.72%
10-year0.00%13.98%
Last bull market41.75%27.85%
Last bear market-30.36%-24.06%

Annual total return (%) history

Year
TFCGXCategory
2024
N/AN/A
2023
20.16%N/A
2022
-48.26%N/A
2021
10.58%N/A
2020
79.54%38.62%
2019
32.15%27.68%
2018
0.07%-5.76%
2017
21.93%21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.60%N/AN/AN/A
20236.72%12.25%-13.05%15.36%
2022-19.20%-30.36%0.34%-8.37%
20218.64%5.69%-1.88%-1.84%
2020-20.00%55.99%11.67%28.84%
201921.45%7.20%-5.68%7.62%
20180.50%13.22%9.43%-19.62%
201710.87%1.63%4.64%3.41%

Rank in category (by total return)

YTD27
1-month62
3-month21
1-year4
3-year96
5-year67

Load adjusted returns

1-year25.19%
3-year-14.06%
5-year5.41%
10-yearN/A