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Paradigm Select Fund: (MF: PFSLX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$75.78 USD
-0.22 (-0.29%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.54 | 8 |
| 3 months | 6.46 | 7 |
| 6 months | 29.62 | 2 |
| 1 Year | 26.12 | 2 |
| 3 Year | 3.29 | 15 |
| 5 Year | 12.78 | 2 |
| 10 Year | 10.96 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.13 |
| Bull Market (2/09 - 3/21) | 711.15 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 28.36 |
| 5 Year | 15.12 |
| 10 Year | 11.48 |
| Since Inception | 10.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.41 | NA | NA | NA |
| 2023 | 9.19 | 8.67 | -6.37 | 14.25 |
| 2022 | -12.31 | -20.27 | -4.35 | 10.00 |
| 2021 | 12.00 | 7.63 | -3.49 | 12.73 |
| 2020 | -28.81 | 30.34 | 7.94 | 25.85 |
| 2019 | 16.58 | 2.33 | 3.04 | 12.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.54 | 26.93 | -26.44 | 31.15 | 26.05 | 38.31 | -9.93 | 16.11 | 15.97 | -1.28 | 7.89 |
| % Total Return Rel to Index | -1.50 | 0.69 | -8.23 | 2.47 | 7.64 | 6.82 | -5.54 | -5.67 | 4.04 | -2.67 | -5.75 |
| % Total Return Rel to Peer | 4.47 | 10.85 | -6.92 | 11.84 | 7.05 | 12.88 | 0.84 | 0.52 | 0.02 | 3.43 | 5.22 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 3.00 | 2.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.28 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.01 | 0.13 | 0.06 | 0.24 | 0.96 | 1.45 | 0.24 | 2.73 | 7.82 |
| Expense Ratio | 0.00 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 | 1.15 |
* 1 = Top 20%, 5 = Bottom 20%