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Meeder Balanced Adviser (BLNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.76-0.06 (-0.43%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.36%
5-year average return7.35%
Number of years up5
Number of years down2
Best 1-yr total return (14 May 2024)15.21%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return15.21%
Worst 3-yr total return2.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLNAXCategory
YTD3.27%9.69%
1-month-3.94%0.97%
3-month2.54%5.21%
1-year12.38%27.45%
3-year3.21%8.85%
5-year5.85%8.56%
10-year5.25%5.61%
Last bull market18.61%10.63%
Last bear market-7.81%-12.05%

Annual total return (%) history

Year
BLNAXCategory
2024
N/AN/A
2023
12.48%N/A
2022
-10.77%N/A
2021
13.71%N/A
2020
5.66%9.83%
2019
12.59%14.61%
2018
-2.99%-7.70%
2017
15.21%12.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.50%N/AN/AN/A
20232.15%4.14%-2.12%8.02%
2022-4.43%-7.81%-2.45%3.82%
20213.72%5.60%-0.45%4.29%
2020-13.44%6.64%5.40%8.60%
20193.72%2.21%0.85%5.30%
2018-1.11%1.21%4.17%-6.95%
20174.19%2.60%3.58%4.06%

Rank in category (by total return)

YTD31
1-month64
3-month38
1-year32
3-year17
5-year32

Load adjusted returns

1-year12.38%
3-year3.21%
5-year5.85%
10-year5.25%