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PFG Equity Strategy Fund Class R (PFDEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.310.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return8.44%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)25.79%
Worst 1 Yr Total Return (Feb 3, 2019)-6.76%
Best 3-Yr Total Return25.79%
Worst 3-Yr Total Return6.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPFDEXCategory
YTD20.82%5.31%
1-Month0.00%-4.19%
3-Month1.80%3.90%
1-Year25.38%20.31%
3-Year12.34%6.48%
5-Year0.00%11.78%
10-Year0.00%10.96%
Last Bull Market0.00%25.56%
Last Bear Market0.00%-15.11%

Annual Total Return (%) History

Year
PFDEXCategory
2021
N/A26.07%
2020
2.57%15.83%
2019
25.79%28.78%
2018
-6.76%-6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20217.79%6.10%N/AN/A
2020-23.51%12.99%7.60%10.31%
201913.42%3.05%0.56%7.02%
2018-1.31%4.40%6.17%-14.76%

Rank In Category (By Total Return)

YTD68
1-Month73
3-Month84
1-Year82
3-Year97
5-YearN/A

Load Adjusted Returns

1-Year35.73%
3-Year10.12%
5-YearN/A
10-YearN/A