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Meeder Global Allocation Adviser (GBPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.30-0.05 (-0.40%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.59%
5-year average return7.30%
Number of years up5
Number of years down2
Best 1-yr total return (14 May 2024)22.84%
Worst 1-yr total return (14 May 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
YTD2.96%8.60%
1-month-3.78%0.11%
3-month3.23%4.82%
1-year11.40%25.33%
3-year3.02%8.02%
5-year5.50%8.06%
10-year4.65%6.03%
Last bull market21.49%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)

YTD23
1-month90
3-month18
1-year17
3-year21
5-year27

Load adjusted returns

1-year11.40%
3-year3.02%
5-year5.50%
10-year4.65%