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THLGX: TOEWS TACTICAL MONUMENT FUND TOEWS TACTICAL MONUMENT FUND (MUTUAL FUND)
Basic Info 14.01 0(0.0%) July 08
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 08/03/2010 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.36% |
| Expenses | 1.27% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/03/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 6.3 | -0.4 | 6.3 | 1.6 | 3.6 | 4.5 | 2.9 | 16.9 | -12.5 | -9.5 | 20.8 | 19.5 | -4.3 | 19.5 | -4.7 | -11.8 | 7.0 | 29.8 | 14.2 | -19.1 | 6.3 |
| Sharpe Ratio | NA | 1.02 | -0.17 | 0.29 | -0.04 | 0.18 | 0.29 | -0.31 | 1.17 | -1.54 | -0.55 | 1.11 | 1.95 | -0.6 | 2.81 | -0.65 | -0.93 | 0.72 | 2.67 | 0.84 | -1.31 | 1.13 |
| Draw Down(%) | NA | 8.4 | 11.6 | 12.2 | 28.2 | 28.2 | 28.2 | 10.0 | 8.4 | 13.2 | 16.3 | 11.8 | 6.1 | 12.7 | 3.0 | 7.5 | 15.8 | 5.8 | 6.0 | 9.1 | 25.2 | 4.9 |
| Standard Deviation(%) | NA | 11.5 | 12.5 | 11.4 | 13.4 | 11.9 | 12.4 | 12.1 | 11.0 | 9.0 | 17.2 | 18.4 | 9.3 | 9.3 | 6.8 | 7.5 | 12.7 | 9.6 | 11.1 | 17.0 | 14.6 | 13.9 |
| Treynor Ratio | NA | 0.58 | -0.06 | 0.08 | -0.01 | 0.06 | 0.09 | -0.04 | 0.18 | -0.85 | -0.12 | 0.83 | 0.39 | -0.18 | 0.21 | -0.17 | -0.19 | 0.1 | 0.31 | 0.24 | -0.5 | 0.22 |
| Alpha | NA | 0.03 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.07 | -0.01 | -0.04 | -0.11 | 0.06 | 0.02 | -0.02 | 0.0 | -0.03 | -0.05 | -0.01 | 0.0 | 0.02 | -0.09 | -0.03 |
| Beta | NA | 0.2 | 0.36 | 0.43 | 0.44 | 0.35 | 0.4 | 0.83 | 0.7 | 0.16 | 0.77 | 0.25 | 0.46 | 0.31 | 0.9 | 0.28 | 0.63 | 0.69 | 0.96 | 0.59 | 0.38 | 0.72 |
| RSquared | NA | 0.18 | 0.33 | 0.42 | 0.33 | 0.29 | 0.32 | 0.76 | 0.7 | 0.19 | 0.37 | 0.22 | 0.38 | 0.33 | 0.8 | 0.24 | 0.6 | 0.67 | 0.91 | 0.2 | 0.38 | 0.53 |
| Yield(%) | N/A | 0.0 | 3.3 | 2.6 | 1.5 | 1.4 | N/A | 3.7 | 4.1 | 0.0 | 0.0 | 1.1 | 1.4 | 0.3 | 0.0 | 0.0 | 2.4 | 8.4 | 15.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 1.5 | 242.9 | 146.1 | N/A | N/A | 1.5 | N/A | N/A | -100.0 | -10.7 | 432.1 | N/A | N/A | -100.0 | -71.6 | -38.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2010
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