Australia markets close in 44 minutes

Donoghue Forlines Risk Managed Income C (FLOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.66-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.55%
5-year average return1.99%
Number of years up5
Number of years down1
Best 1-yr total return (10 June 2024)7.19%
Worst 1-yr total return (10 June 2024)N/A
Best 3-yr total return7.19%
Worst 3-yr total return-0.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFLOCXCategory
YTD2.34%1.90%
1-month0.63%0.35%
3-month1.38%1.41%
1-year9.44%7.92%
3-year1.61%3.65%
5-year2.03%3.77%
10-year0.00%2.82%
Last bull market4.90%6.13%
Last bear market-1.12%-3.74%

Annual total return (%) history

Year
FLOCXCategory
2024
N/AN/A
2023
7.19%N/A
2022
-4.57%N/A
2021
1.48%N/A
2020
2.91%3.44%
2019
2.52%6.69%
2018
1.58%-1.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.59%N/AN/AN/A
20230.55%1.97%1.56%2.93%
2022-1.70%-1.12%-2.19%0.38%
20210.87%0.64%-0.10%0.07%
2020-3.27%-0.42%3.20%3.53%
20190.85%0.89%-0.01%0.77%
20180.20%-0.21%1.79%-0.20%

Rank in category (by total return)

YTD36
1-month78
3-month44
1-year21
3-year36
5-year57

Load adjusted returns

1-year9.44%
3-year1.61%
5-year2.03%
10-yearN/A