UK markets open in 8 minutes

RiskPro Dynamic 20-30 R (PFJDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.92-0.03 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.64%
5-year average return4.94%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)16.32%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return16.32%
Worst 3-yr total return0.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFJDXCategory
YTD4.88%9.69%
1-month3.27%0.91%
3-month2.09%5.21%
1-year13.05%27.06%
3-year0.59%11.00%
5-year5.40%10.26%
10-year0.00%8.34%
Last bull market17.55%15.58%
Last bear market-10.92%-12.16%

Annual total return (%) history

Year
PFJDXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20245.18%N/AN/AN/A
20234.70%2.71%-4.07%9.04%
2022-5.50%-10.92%-5.83%6.16%
20214.33%3.73%-1.22%3.94%
2020-17.08%13.12%4.78%10.29%
20198.73%2.24%0.50%4.13%
2018-0.10%2.44%-10.17%N/A

Rank in category (by total return)

YTD53
1-month44
3-month64
1-year77
3-year90
5-year90

Load adjusted returns

1-year13.05%
3-year0.59%
5-year5.40%
10-yearN/A