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PMC Diversified Equity (PMDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.18+0.61 (+2.59%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.42%
5-year average return6.15%
Number of years up8
Number of years down3
Best 1-yr total return (3 Feb 2019)28.14%
Worst 1-yr total return (3 Feb 2019)-10.78%
Best 3-yr total return28.14%
Worst 3-yr total return2.76%

Trailing returns (%) vs. Benchmarks

ReturnPMDEXCategory
YTD-6.62%12.08%
1-month0.00%0.64%
3-month-5.65%6.49%
1-year7.21%38.01%
3-year10.85%12.74%
5-year10.84%12.82%
10-year9.06%9.05%
Last bull market22.25%18.82%
Last bear market-20.83%-20.53%

Annual total return (%) history

Year
PMDEXCategory
2021
N/AN/A
2020
10.60%12.96%
2019
21.59%25.26%
2018
-10.78%-10.06%
2017
21.06%22.28%
2016
6.28%6.93%
2015
-3.57%-0.92%
2014
5.88%3.67%
2013
28.14%24.08%
2012
15.60%14.39%
2011
-3.76%-7.19%
2010
17.22%14.49%
2009
N/A34.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.22%N/AN/AN/A
2020-24.44%18.90%6.86%15.22%
201910.50%2.64%-0.86%8.13%
2018-0.55%0.40%3.92%-14.02%
20175.95%3.16%4.87%5.61%
2016-0.80%0.45%4.44%2.13%
20152.30%0.16%-9.89%4.44%
20141.12%4.16%-2.37%2.96%
20138.53%0.62%8.10%8.55%
201211.64%-4.39%6.31%1.87%
20115.90%0.31%-18.01%10.49%
20104.72%-10.91%12.44%11.74%
20094.66%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month41
3-month70
1-year25
3-year74
5-year72

Load adjusted returns

1-year31.20%
3-year10.55%
5-year11.72%
10-year10.53%