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Donoghue Forlines Dividend A (PWDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.98+0.12 (+1.35%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.13%
5-Year Average Return4.35%
Number of Years Up4
Number of Years Down6
Best 1 Yr Total Return (May 30, 2024)31.27%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return31.27%
Worst 3-Yr Total Return-6.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPWDAXCategory
YTD4.03%9.69%
1-Month-3.22%0.97%
3-Month4.78%5.21%
1-Year8.68%27.45%
3-Year0.93%8.85%
5-Year1.87%8.56%
10-Year2.64%5.61%
Last Bull Market19.24%10.63%
Last Bear Market-10.92%-12.05%

Annual Total Return (%) History

Year
PWDAXCategory
2024
N/AN/A
2023
-0.44%N/A
2022
-10.01%N/A
2021
31.27%N/A
2020
-6.76%9.83%
2019
-3.15%14.61%
2018
-8.22%-7.70%
2017
11.25%12.63%
2016
13.93%5.99%
2015
-4.99%-5.93%
2014
12.16%2.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.49%N/AN/AN/A
2023-4.93%1.36%-4.41%8.09%
20220.15%-10.92%-4.13%5.22%
202115.65%6.39%-2.97%9.95%
2020-23.29%9.70%-4.85%16.45%
20190.62%-4.17%-4.48%5.16%
2018-3.91%-2.20%3.66%-5.78%
20172.83%0.02%3.82%4.19%
20163.40%3.07%4.96%1.84%
2015-1.93%-0.49%-2.32%-0.34%
20142.66%7.49%0.01%1.63%

Rank In Category (By Total Return)

YTD24
1-Month48
3-Month9
1-Year49
3-Year44
5-Year89

Load Adjusted Returns

1-Year3.24%
3-Year-0.78%
5-Year0.83%
10-Year2.12%