Nasdaq - Delayed Quote USD

Donoghue Forlines Momentum I (MOJOX)

15.16
+0.12
+(0.80%)
At close: May 30 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.40%
5y Average Return 14.98%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (May 29, 2025) 28.86%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 28.86%
Worst 3Y Total Return -0.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MOJOX
Category
YTD
-2.17%
9.69%
1-Month
1.01%
0.97%
3-Month
-8.40%
5.21%
1-Year
7.29%
27.45%
3-Year
8.81%
8.85%
5-Year
13.33%
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
2025
--
--
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
2025 -3.15% -- -- --
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 53
1-Month 12
3-Month 80
1-Year 35
3-Year 7
5-Year 3

Load Adjusted Returns

1-Year 7.29%
3-Year 8.81%
5-Year 13.33%
10-Year --

Performance & Risk

YTD Return 5.40%
5y Average Return 14.98%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Donoghue Forlines LLC
Net Assets 69.04M
YTD Return -2.17%
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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