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PFG Meeder Tactical Strategy Fund (PFTEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.05+0.01 (+0.09%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.08%
5-Year Average Return6.21%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)12.30%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return12.30%
Worst 3-Yr Total Return-0.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPFTEXCategory
YTD13.13%9.69%
1-Month-1.85%0.97%
3-Month0.38%5.21%
1-Year25.86%27.45%
3-Year3.58%8.85%
5-Year5.61%8.56%
10-Year0.00%5.61%
Last Bull Market21.35%10.63%
Last Bear Market-9.77%-12.05%

Annual Total Return (%) History

Year
PFTEXCategory
2024
N/AN/A
2023
12.30%N/A
2022
-13.29%N/A
2021
11.68%N/A
2020
3.03%9.83%
2019
9.96%14.61%
2018
-5.02%-7.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.07%1.47%4.15%N/A
20232.58%4.69%-3.17%7.99%
2022-5.15%-9.77%-3.71%5.22%
20213.20%5.10%-1.04%4.06%
2020-14.09%5.80%4.85%8.11%
20192.84%1.64%0.50%4.67%
2018-2.00%0.71%3.74%-7.24%

Rank In Category (By Total Return)

YTD23
1-Month67
3-Month65
1-Year18
3-Year22
5-Year47

Load Adjusted Returns

1-Year25.86%
3-Year3.58%
5-Year5.61%
10-YearN/A