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PFG Fdlt Ins AM&Eq Sctr Str R (PFFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.16+0.07 (+0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.79%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 Jun 2024)26.33%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return26.33%
Worst 3-yr total return9.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFFSXCategory
YTD7.83%5.31%
1-month3.30%-4.19%
3-month2.23%3.90%
1-year21.13%20.31%
3-year8.56%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market24.42%25.56%
Last bear market-14.24%-15.11%

Annual total return (%) history

Year
PFFSXCategory
2024
N/AN/A
2023
18.01%22.32%
2022
-11.74%-16.96%
2021
26.33%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.24%0.65%N/AN/A
20235.96%5.62%-3.31%9.05%
2022-3.16%-14.24%-2.51%9.01%
20216.04%7.30%-1.64%12.89%
20206.88%15.76%N/AN/A

Rank in category (by total return)

YTD76
1-month79
3-month74
1-year81
3-year41
5-yearN/A

Load adjusted returns

1-year21.13%
3-year8.56%
5-yearN/A
10-yearN/A