UK markets closed

Meeder Balanced Adviser (BLNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.94-0.04 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.62%
5-year average return7.34%
Number of years up5
Number of years down2
Best 1-yr total return (12 Jun 2024)15.21%
Worst 1-yr total return (12 Jun 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
YTD7.74%9.69%
1-month4.33%0.97%
3-month3.22%5.21%
1-year18.13%27.45%
3-year4.38%8.85%
5-year7.64%8.56%
10-year5.56%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)

YTD27
1-month20
3-month29
1-year25
3-year13
5-year28

Load adjusted returns

1-year18.13%
3-year4.38%
5-year7.64%
10-year5.56%