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THSMX: TOEWS TACTICAL OPPORTUNITY FUND TOEWS TACTICAL OPPORTUNITY FUND (MUTUAL FUND)
Basic Info 10.2 0.09(0.87%) April 17
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (18%) |
Start Date: | 07/27/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.02% |
Expenses | 1.28% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/27/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.8 | -3.3 | 7.9 | -10.9 | 1.0 | -0.2 | 1.5 | 9.2 | -12.5 | -16.1 | 34.7 | 10.1 | -8.5 | 10.8 | -4.9 | -12.1 | 0.5 | 32.0 | 11.4 | -23.8 | 12.5 |
Sharpe Ratio | NA | -0.37 | 0.52 | -0.72 | -0.01 | -0.07 | 0.06 | 0.33 | -1.45 | -0.7 | 1.54 | 0.81 | -1.05 | 0.97 | -0.44 | -0.93 | 0.04 | 2.29 | 0.92 | -1.25 | 1.95 |
Draw Down(%) | NA | 6.3 | 10.8 | 39.2 | 39.6 | 39.6 | 39.6 | 13.2 | 14.3 | 25.4 | 11.0 | 7.4 | 13.0 | 5.7 | 8.2 | 17.3 | 9.6 | 6.2 | 10.0 | 29.6 | 7.1 |
Standard Deviation(%) | NA | 18.1 | 15.7 | 16.6 | 17.4 | 14.6 | 14.8 | 15.0 | 9.6 | 22.9 | 22.3 | 10.6 | 9.3 | 10.5 | 11.5 | 13.1 | 11.8 | 14.0 | 12.4 | 19.1 | 15.8 |
Treynor Ratio | NA | -0.06 | 0.1 | -0.31 | 0.0 | -0.02 | 0.02 | 0.07 | -0.94 | -0.19 | 1.18 | 0.18 | -0.35 | 0.08 | -0.11 | -0.2 | 0.01 | 0.28 | 0.18 | -0.52 | 0.37 |
Alpha | NA | -0.13 | -0.04 | -0.06 | -0.01 | -0.02 | -0.02 | -0.04 | -0.05 | -0.15 | 0.1 | -0.02 | -0.03 | -0.06 | -0.04 | -0.05 | -0.04 | -0.01 | 0.01 | -0.11 | 0.01 |
Beta | NA | 1.15 | 0.86 | 0.38 | 0.36 | 0.39 | 0.45 | 0.76 | 0.15 | 0.87 | 0.29 | 0.47 | 0.28 | 1.26 | 0.44 | 0.6 | 0.77 | 1.13 | 0.65 | 0.46 | 0.84 |
RSquared | NA | 0.53 | 0.41 | 0.17 | 0.19 | 0.23 | 0.28 | 0.44 | 0.14 | 0.26 | 0.2 | 0.3 | 0.27 | 0.64 | 0.26 | 0.5 | 0.56 | 0.8 | 0.45 | 0.31 | 0.57 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2010
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