Nasdaq - Delayed Quote USD

Donoghue Forlines Momentum I (MOJOX)

15.24
+0.01
+(0.07%)
At close: 8:01:05 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 6.80%
5y Average Return 8.83%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 28.86%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 28.86%
Worst 3Y Total Return -0.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MOJOX
Category
YTD
22.29%
9.69%
1-Month
-4.99%
0.97%
3-Month
0.94%
5.21%
1-Year
22.29%
27.45%
3-Year
4.00%
8.85%
5-Year
7.28%
8.56%
10-Year
0.00%
5.61%
Last Bull Market
15.44%
10.63%
Last Bear Market
-8.13%
-12.05%

Annual Total Return (%) History

Year
MOJOX
Category
2024
22.29%
--
2023
19.10%
--
2022
-22.78%
--
2021
28.86%
--
2020
-1.95%
9.83%
2019
7.61%
14.61%
2018
-3.05%
-7.70%
2017
15.26%
12.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 17.97% 1.07% 1.62% 0.94%
2023 5.30% 4.84% -2.63% 10.79%
2022 -10.73% -8.13% -1.13% -4.76%
2021 16.12% 6.60% -2.17% 6.41%
2020 -25.66% 2.62% 10.10% 16.72%
2019 1.93% 2.86% 0.19% 2.43%
2018 -1.55% -0.27% 3.78% -4.86%
2017 0.69% 2.82% 5.78% 5.25%

Rank in Category (By Total Return)

YTD 4
1-Month 81
3-Month 26
1-Year 4
3-Year 17
5-Year 21

Load Adjusted Returns

1-Year 22.29%
3-Year 4.00%
5-Year 7.28%
10-Year --

Performance & Risk

YTD Return 6.80%
5y Average Return 8.83%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Donoghue Forlines LLC
Net Assets 39.45M
YTD Return 22.29%
Yield 0.00%
Morningstar Rating
Inception Date Dec 23, 2016

Fund Summary

The adviser seeks to achieve the fund’s objectives by seeking to track the FCF Risk Managed Sector Neutral Momentum Index that provides a formulaic methodology for allocating investments between securities of issuers who demonstrate higher free cash flow and positive momentum and short-term treasuries. The index and the fund will allocate 100% to the equity portfolio when the shorter-term exponential moving average indicator is in a bullish position.

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