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Perkins Discovery (PDFDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.16+0.05 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.64%
5-year average return-0.58%
Number of years up19
Number of years down6
Best 1-yr total return (27 Jun 2024)65.26%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return65.26%
Worst 3-yr total return-12.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPDFDXCategory
YTD-4.24%7.95%
1-month4.22%4.81%
3-month-9.29%7.18%
1-year-3.95%30.16%
3-year-17.60%16.10%
5-year0.31%15.71%
10-year4.54%15.27%
Last bull market29.09%23.06%
Last bear market-21.73%-13.88%

Annual total return (%) history

Year
PDFDXCategory
2024
N/AN/A
2023
10.77%N/A
2022
-39.93%N/A
2021
2.28%N/A
2020
62.10%27.63%
2019
15.01%26.23%
2018
22.17%-0.40%
2017
11.58%24.31%
2016
6.87%-10.60%
2015
-10.49%8.05%
2014
-4.42%27.25%
2013
41.43%48.17%
2012
11.74%21.55%
2011
-14.20%7.66%
2010
33.79%8.38%
2009
65.26%22.48%
2008
-51.52%-23.43%
2007
4.31%9.27%
2006
20.46%4.27%
2005
1.13%9.64%
2004
22.55%9.84%
2003
67.87%32.51%
2002
-31.17%-28.13%
2001
17.74%-11.26%
2000
7.61%56.75%
1999
67.54%18.58%
1998
N/A20.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.64%N/AN/AN/A
202313.15%4.38%-18.58%15.18%
2022-22.75%-21.73%-3.54%2.99%
202121.31%2.85%-4.42%-14.23%
2020-26.95%24.91%19.45%48.70%
201922.11%0.94%-14.99%9.76%
20185.68%26.22%14.20%-19.79%
2017-3.36%11.77%6.40%-2.92%
2016-14.85%10.35%15.14%-1.23%
20153.93%-3.97%-16.42%7.30%
20143.15%0.18%-10.63%3.50%
201313.14%5.33%6.66%11.28%
20127.04%2.12%2.19%0.03%
20117.26%-3.84%-22.44%7.26%
201012.39%-3.65%11.66%10.64%
20092.96%27.23%26.04%0.09%
2008-17.63%-5.15%-11.04%-30.24%
20079.22%14.76%-5.68%-11.76%
200615.17%-5.45%-0.42%11.09%
2005-13.82%0.75%10.67%5.24%
20046.20%4.16%-8.08%20.52%
20033.98%27.30%14.10%11.14%
2002-2.46%-14.55%-21.50%5.19%
2001-10.57%21.52%-8.29%18.13%
200064.23%-27.77%5.34%-13.88%
19995.47%9.57%8.05%34.18%
1998-18.97%24.62%N/AN/A

Rank in category (by total return)

YTD89
1-month17
3-month93
1-year87
3-year91
5-year94

Load adjusted returns

1-year-3.95%
3-year-17.60%
5-year0.31%
10-year4.54%