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Payson Total Return (PBFDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.68+0.14 (+0.42%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.41%
5-year average return16.46%
Number of years up25
Number of years down7
Best 1-yr total return (4 July 2024)36.55%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return36.55%
Worst 3-yr total return4.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPBFDXCategory
YTD15.29%5.31%
1-month5.06%-4.19%
3-month3.10%3.90%
1-year26.18%20.31%
3-year10.77%6.48%
5-year16.47%11.78%
10-year12.48%10.96%
Last bull market27.71%25.56%
Last bear market-13.76%-15.11%

Annual total return (%) history

Year
PBFDXCategory
2024
N/AN/A
2023
23.11%22.32%
2022
-14.61%-16.96%
2021
30.95%26.07%
2020
20.51%15.83%
2019
31.67%28.78%
2018
-1.79%-6.27%
2017
21.71%20.44%
2016
10.33%10.37%
2015
-4.70%-1.07%
2014
8.86%10.96%
2013
22.67%31.50%
2012
13.89%14.96%
2011
4.49%-1.27%
2010
12.07%14.01%
2009
36.55%28.17%
2008
-33.47%-37.79%
2007
0.82%6.16%
2006
11.86%14.17%
2005
1.81%5.88%
2004
9.31%10.02%
2003
17.43%27.05%
2002
-19.05%-22.25%
2001
7.25%-13.50%
2000
12.66%-6.31%
1999
-2.96%20.16%
1998
3.53%22.39%
1997
20.99%28.37%
1996
11.20%20.76%
1995
28.33%32.35%
1994
-4.20%-0.93%
1993
15.97%N/A
1992
7.29%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.82%3.10%N/AN/A
20233.38%8.80%-0.78%10.30%
2022-4.24%-13.76%-5.27%9.15%
20219.20%6.91%-0.11%12.29%
2020-18.45%23.85%8.15%10.32%
201913.60%3.44%1.36%10.55%
20181.58%2.97%8.55%-13.50%
20177.14%2.08%5.93%5.05%
20160.69%0.53%6.03%2.80%
2015-0.11%2.42%-9.97%3.46%
20142.27%3.88%-0.11%2.57%
20134.88%1.10%4.89%10.29%
201213.82%-5.40%5.81%-0.04%
20116.81%0.57%-11.96%10.49%
20105.62%-13.66%11.66%10.05%
2009-12.82%23.19%17.19%8.50%
2008-6.38%-3.04%-2.13%-25.12%
2007-0.44%7.78%2.77%-8.57%
20062.99%-2.88%4.61%6.91%
2005-2.47%2.23%1.16%0.94%
20042.60%-0.70%-1.70%9.16%
2003-4.32%12.29%1.82%7.35%
20021.69%-10.82%-15.00%5.00%
2001-0.04%6.77%-10.95%12.86%
20003.32%1.38%6.66%0.84%
1999-4.09%7.24%-7.60%2.10%
19988.17%-5.81%-12.26%15.81%
1997-0.30%11.06%9.33%-0.06%
19961.32%0.00%1.99%7.61%
19956.84%5.29%6.36%7.25%
1994-3.44%-2.99%4.00%-1.66%
19934.65%3.95%4.76%1.76%
1992-2.47%1.08%3.52%5.13%

Rank in category (by total return)

YTD25
1-month3
3-month51
1-year19
3-year11
5-year5

Load adjusted returns

1-year26.18%
3-year10.77%
5-year16.47%
10-year12.48%