Nasdaq - Delayed Quote USD

Meeder Dynamic Allocation Fund (DYGIX)

15.08 -0.27 (-1.76%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.31%
5y Average Return 12.02%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Sep 4, 2024) 24.40%
Worst 1Y Total Return (Sep 4, 2024) --
Best 3Y Total Return 24.40%
Worst 3Y Total Return 5.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DYGIX
Category
YTD
16.03%
13.38%
1-Month
2.07%
1.16%
3-Month
5.48%
6.75%
1-Year
23.53%
40.77%
3-Year
6.90%
13.59%
5-Year
12.65%
13.52%
10-Year
9.10%
10.48%
Last Bull Market
25.46%
21.11%
Last Bear Market
-15.04%
-19.34%

Annual Total Return (%) History

Year
DYGIX
Category
2024
--
--
2023
20.74%
--
2022
-15.26%
--
2021
19.88%
--
2020
15.94%
15.41%
2019
24.40%
24.78%
2018
-8.18%
-9.27%
2017
21.61%
18.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.57% 1.67% -- --
2023 6.09% 5.91% -3.11% 10.91%
2022 -4.84% -15.04% -5.81% 11.30%
2021 5.35% 6.99% -0.89% 7.31%
2020 -20.00% 19.88% 7.66% 12.29%
2019 11.71% 2.74% 0.36% 8.00%
2018 -0.18% 1.29% 4.94% -13.46%
2017 5.35% 3.33% 5.41% 5.98%

Rank in Category (By Total Return)

YTD 9
1-Month 46
3-Month 70
1-Year 8
3-Year 2
5-Year 4

Load Adjusted Returns

1-Year 23.53%
3-Year 6.90%
5-Year 12.65%
10-Year 9.10%

Performance & Risk

YTD Return 13.31%
5y Average Return 12.02%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Meeder Funds
Net Assets 359.21M
YTD Return 16.03%
Yield 1.43%
Morningstar Rating
Inception Date Oct 31, 2016

Fund Summary

The fund pursues its investment objective by investing primarily in common and preferred stocks, as well as fixed income securities. It also invests in equity investment companies ("underlying funds"), which include foreign and domestic mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 80% and a maximum of 95% of its net assets invested in equity securities or underlying funds investing in equity securities.

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