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Meeder Dynamic Allocation Adviser (DYGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.33+0.08 (+0.52%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.63%
5-year average return11.29%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)24.29%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.29%
Worst 3-yr total return5.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDYGAXCategory
YTD11.53%13.38%
1-month1.33%1.16%
3-month1.73%6.75%
1-year19.77%40.77%
3-year6.70%13.59%
5-year11.44%13.52%
10-year9.04%10.48%
Last bull market25.42%21.11%
Last bear market-15.02%-19.34%

Annual total return (%) history

Year
DYGAXCategory
2024
N/AN/A
2023
20.72%N/A
2022
-15.23%N/A
2021
20.02%N/A
2020
15.85%15.41%
2019
24.29%24.78%
2018
-8.49%-9.27%
2017
21.42%18.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.63%1.73%N/AN/A
20236.08%5.98%-3.10%10.82%
2022-4.90%-15.02%-5.80%11.37%
20215.42%6.98%-0.88%7.37%
2020-19.98%19.73%7.70%12.28%
201911.66%2.79%0.27%8.01%
2018-0.28%1.20%4.84%-13.51%
20175.24%3.33%5.31%6.03%

Rank in category (by total return)

YTD11
1-month44
3-month26
1-year10
3-year1
5-year4

Load adjusted returns

1-year19.77%
3-year6.70%
5-year11.44%
10-year9.04%