PWRAX - Donoghue Forlines Tactical Income Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.82%
5-Year Average Return-0.65%
Number of Years Up6
Number of Years Down6
Best 1 Yr Total Return (May 25, 2023)8.86%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return8.86%
Worst 3-Yr Total Return-3.78%

Trailing Returns (%) Vs. Benchmarks

ReturnPWRAXCategory
YTD0.82%1.90%
1-Month-0.46%0.35%
3-Month0.12%1.41%
1-Year-3.61%7.92%
3-Year-0.57%3.65%
5-Year-0.65%3.77%
10-Year0.49%2.82%
Last Bull Market7.24%6.13%
Last Bear Market-5.61%-3.74%

Annual Total Return (%) History

Year
PWRAXCategory
2023
N/AN/A
2022
-9.59%N/A
2021
2.87%N/A
2020
-4.23%3.44%
2019
8.86%6.69%
2018
-2.24%-1.17%
2017
3.07%4.06%
2016
5.78%5.28%
2015
-1.75%-1.41%
2014
-0.32%1.24%
2013
5.56%0.29%
2012
7.57%7.50%
2011
-2.28%-1.29%
2010
N/A5.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.52%N/AN/AN/A
2022-3.03%-5.61%-2.94%1.77%
20210.38%3.22%-1.10%0.40%
2020-9.64%2.28%0.98%2.63%
20194.57%1.42%0.38%2.26%
2018-1.07%-0.42%1.93%-2.65%
20170.99%1.27%1.18%-0.40%
20160.31%2.93%1.84%0.60%
20150.14%-0.23%-0.31%-1.36%
20141.90%1.60%-2.21%-1.55%
20131.36%0.48%0.87%2.74%
20124.02%-0.23%3.47%0.18%
20113.05%-0.15%-3.74%-1.34%
20101.52%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month64
3-Month54
1-Year75
3-Year83
5-Year86

Load Adjusted Returns

1-Year-7.05%
3-Year-1.81%
5-Year-1.48%
10-Year0.08%