Australia markets close in 3 hours 27 minutes

Meeder Global Allocation Adviser (GBPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.85+0.15 (+1.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.96%
5-year average return5.50%
Number of years up5
Number of years down2
Best 1-yr total return (29 Apr 2024)22.84%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return22.84%
Worst 3-yr total return0.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBPAXCategory
YTD7.01%8.60%
1-month3.38%0.11%
3-month7.01%4.82%
1-year17.74%25.33%
3-year5.48%8.02%
5-year6.76%8.06%
10-year5.00%6.03%
Last bull market29.97%13.54%
Last bear market-8.84%-13.20%

Annual total return (%) history

Year
GBPAXCategory
2024
N/AN/A
2023
15.82%N/A
2022
-12.52%N/A
2021
12.90%N/A
2020
3.42%6.18%
2019
13.34%16.10%
2018
-6.73%-8.26%
2017
22.84%14.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.01%N/AN/AN/A
20235.26%3.77%-3.85%10.27%
2022-5.51%-8.84%-7.20%9.44%
20214.29%5.96%-1.51%3.73%
2020-19.38%7.54%6.20%12.33%
20193.47%2.32%-0.28%7.37%
2018-0.09%-0.52%3.50%-9.34%
20176.06%3.45%6.39%5.23%

Rank in category (by total return)

YTD10
1-month19
3-month10
1-year9
3-year13
5-year22

Load adjusted returns

1-year17.74%
3-year5.48%
5-year6.76%
10-year5.00%