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PFG Meeder Tactical Strategy Fund (PFTEX)
At close: 8:05 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 17.08% |
| 5y Average Return | 6.21% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 12.30% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 12.30% |
| Worst 3Y Total Return | -0.07% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PFTEX
Category
- YTD
- 13.13%
- 9.69%
- 1-Month
- -1.85%
- 0.97%
- 3-Month
- 0.38%
- 5.21%
- 1-Year
- 25.86%
- 27.45%
- 3-Year
- 3.58%
- 8.85%
- 5-Year
- 5.61%
- 8.56%
- 10-Year
- 0.00%
- 5.61%
- Last Bull Market
- 21.35%
- 10.63%
- Last Bear Market
- -9.77%
- -12.05%
Annual Total Return (%) History
Year
PFTEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.07% | 1.47% | 4.15% | -- |
| 2023 | 2.58% | 4.69% | -3.17% | 7.99% |
| 2022 | -5.15% | -9.77% | -3.71% | 5.22% |
| 2021 | 3.20% | 5.10% | -1.04% | 4.06% |
| 2020 | -14.09% | 5.80% | 4.85% | 8.11% |
| 2019 | 2.84% | 1.64% | 0.50% | 4.67% |
| 2018 | -2.00% | 0.71% | 3.74% | -7.24% |
Rank in Category (By Total Return)
| YTD | 23 |
| 1-Month | 67 |
| 3-Month | 65 |
| 1-Year | 18 |
| 3-Year | 22 |
| 5-Year | 47 |
Load Adjusted Returns
| 1-Year | 25.86% |
| 3-Year | 3.58% |
| 5-Year | 5.61% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 17.08% |
| 5y Average Return | 6.21% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | The Pacific Financial Group |
| Net Assets | 124.23M |
| YTD Return | 13.13% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 11, 2017 |
Fund Summary
The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and ETFs managed by Meeder. The Adviser invests in Meeder underlying funds and Other underlying funds that have a maximum exposure of 90% in domestic and foreign equity securities of any market capitalization and a minimum exposure of 10% to domestic and foreign fixed income securities of any duration or credit quality including high yield bonds (also known as junk bonds).
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