Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTFAX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS A SHARES) | -1.69% | 2.15% | 3.19% | -1.53% | -0.38% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTFAX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS A SHARES) | 06/03/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.15 | 3.19 | -1.53 | -0.38 | NA | NA | … | … | -1.69 | 2.97 | 5.28 | 2.13 | -12.83 | -2.17 | 1.43 | 4.31 | -6.52 | 2.86 | 13.80 | -2.31 | 2.60 | -0.48 |
| Sharpe Ratio | NA | -0.03 | 0.00 | -0.74 | -0.41 | NA | NA | … | … | -1.80 | 0.02 | 0.37 | -0.26 | -1.81 | -0.60 | 0.21 | 1.01 | -2.34 | 0.68 | 2.07 | -0.88 | 1.60 | -0.32 |
| Standard Deviation(%) | NA | 3.65 | 4.40 | 5.40 | 4.86 | NA | NA | … | … | 3.50 | 4.04 | 4.49 | 5.84 | 7.89 | 3.68 | 5.69 | 2.81 | 3.39 | 3.25 | 6.56 | 2.68 | 1.62 | 2.67 |
| Draw Down(%) | NA | 3.10 | 4.05 | 18.50 | 19.77 | NA | NA | … | … | 3.10 | 4.05 | 2.45 | 7.45 | 14.98 | 3.77 | 5.02 | 1.89 | 6.88 | 2.18 | 3.75 | 4.41 | 1.70 | 2.70 |
| Yield(%) | 0.00 | 3.75 | 3.96 | 2.60 | 2.56 | 2.13 | 1.60 | … | … | 0.00 | 4.32 | 4.46 | 3.46 | 1.80 | 1.63 | 0.68 | 3.22 | 3.06 | 2.66 | 5.32 | 0.84 | 2.20 | 1.62 |
Data as of 06/03/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFAX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS A SHARES) |
-5.66%
Jul 2020 – Jul 2023 |
-3.89%
Oct 2017 – Oct 2022 |
-0.34%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFAX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS A SHARES) |
5.29%
Oct 2014 – Oct 2017 |
3.44%
Sep 2013 – Sep 2018 |
0.89%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart