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NIKKEI 225
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RiskPro Dynamic 20-30 R (PFJDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.92
-0.03
(-0.27%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.64%
5-year average return
4.94%
Number of years up
4
Number of years down
1
Best 1-yr total return (27 Jun 2024)
16.32%
Worst 1-yr total return (27 Jun 2024)
N/A
Best 3-yr total return
16.32%
Worst 3-yr total return
0.45%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PFJDX
Category
YTD
4.88%
9.69%
1-month
3.27%
0.91%
3-month
2.09%
5.21%
1-year
13.05%
27.06%
3-year
0.59%
11.00%
5-year
5.40%
10.26%
10-year
0.00%
8.34%
Last bull market
17.55%
15.58%
Last bear market
-10.92%
-12.16%
Annual total return (%) history
Year
PFJDX
Category
2024
N/A
N/A
2023
12.50%
N/A
2022
-15.84%
N/A
2021
11.10%
N/A
2020
8.40%
11.72%
2019
16.32%
19.23%
2018
N/A
-5.76%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.18%
N/A
N/A
N/A
2023
4.70%
2.71%
-4.07%
9.04%
2022
-5.50%
-10.92%
-5.83%
6.16%
2021
4.33%
3.73%
-1.22%
3.94%
2020
-17.08%
13.12%
4.78%
10.29%
2019
8.73%
2.24%
0.50%
4.13%
2018
-0.10%
2.44%
-10.17%
N/A
Rank in category (by total return)
YTD
53
1-month
44
3-month
64
1-year
77
3-year
90
5-year
90
Load adjusted returns
1-year
13.05%
3-year
0.59%
5-year
5.40%
10-year
N/A
Data disclaimer
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