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Tactical Dividend & Momentum A (HTDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.78-0.18 (-1.51%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.34%
5-Year Average Return4.76%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Apr 11, 2024)17.20%
Worst 1 Yr Total Return (Apr 11, 2024)N/A
Best 3-Yr Total Return17.20%
Worst 3-Yr Total Return0.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHTDAXCategory
YTD7.53%9.69%
1-Month2.71%0.97%
3-Month7.53%5.21%
1-Year20.19%27.45%
3-Year4.06%8.85%
5-Year5.90%8.56%
10-Year0.00%5.61%
Last Bull Market32.18%10.63%
Last Bear Market-1.39%-12.05%

Annual Total Return (%) History

Year
HTDAXCategory
2024
N/AN/A
2023
12.21%N/A
2022
-15.87%N/A
2021
17.20%N/A
2020
4.04%9.83%
2019
13.71%14.61%
2018
-5.78%-7.70%
2017
14.43%12.63%
2016
-5.08%5.99%
2015
N/A-5.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.53%N/AN/AN/A
20230.39%6.23%-0.37%5.60%
2022-5.67%-1.39%-6.90%-2.85%
20215.57%7.68%-1.34%4.49%
2020-12.57%1.81%6.32%9.94%
20195.67%1.04%-0.93%7.51%
2018-1.03%2.08%6.96%-12.81%
20172.35%2.09%3.07%6.25%
2016-2.54%0.10%-3.12%0.43%
2015-1.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD28
1-Month44
3-Month28
1-Year22
3-Year35
5-Year44

Load Adjusted Returns

1-Year13.28%
3-Year2.03%
5-Year4.65%
10-YearN/A