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RiskPro PFG Equity 30+ R (PFDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.310.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return8.44%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (3 Feb 2019)25.79%
Worst 1-yr total return (3 Feb 2019)-6.76%
Best 3-yr total return25.79%
Worst 3-yr total return6.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFDEXCategory
YTD20.82%5.31%
1-month0.00%-4.19%
3-month1.80%3.90%
1-year25.38%20.31%
3-year12.34%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market0.00%25.56%
Last bear market0.00%-15.11%

Annual total return (%) history

Year
PFDEXCategory
2021
N/A26.07%
2020
2.57%15.83%
2019
25.79%28.78%
2018
-6.76%-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20217.79%6.10%N/AN/A
2020-23.51%12.99%7.60%10.31%
201913.42%3.05%0.56%7.02%
2018-1.31%4.40%6.17%-14.76%

Rank in category (by total return)

YTD68
1-month73
3-month84
1-year82
3-year97
5-yearN/A

Load adjusted returns

1-year35.73%
3-year10.12%
5-yearN/A
10-yearN/A