Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTFCX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS C SHARES) | -2.59% | 0.08% | -1.74% | -3.02% | -0.94% | NA | NA | -0.62% |
Data as of 05/22/2025, AR inception is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTFCX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS C SHARES) | 06/03/2013 | 05/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 0.08 | -1.74 | -3.02 | -0.94 | NA | NA | -0.62 | -2.59 | 2.98 | 1.35 | -13.44 | -2.96 | 0.67 | 3.53 | -7.15 | 2.03 | 12.96 | -3.02 | 1.75 | -0.67 |
| Sharpe Ratio | NA | -1.29 | -0.98 | -0.98 | -0.52 | NA | NA | -0.41 | -1.74 | -0.77 | -0.50 | -1.90 | -0.81 | 0.08 | 0.77 | -2.48 | 0.43 | 1.93 | -1.17 | 1.07 | -0.44 |
| Standard Deviation(%) | NA | 4.52 | 6.10 | 5.53 | 4.99 | NA | NA | 4.66 | 4.44 | 4.71 | 5.80 | 7.84 | 3.68 | 5.74 | 2.77 | 3.42 | 3.30 | 6.60 | 2.61 | 1.61 | 2.63 |
| Draw Down(%) | NA | 5.55 | 11.98 | 21.14 | 23.34 | NA | NA | 23.34 | 4.71 | 2.77 | 7.94 | 15.55 | 4.10 | 5.53 | 2.07 | 7.51 | 2.10 | 3.88 | 4.87 | 2.02 | 2.70 |
| Yield(%) | 0.00 | 1.83 | 1.96 | 1.27 | 1.70 | 1.35 | 1.01 | 1.84 | 0.00 | 2.19 | 2.72 | 1.29 | 0.97 | 0.14 | 2.45 | 2.35 | 1.75 | 4.22 | 0.36 | 1.86 | 1.53 |
Data as of 05/22/2025, AR inception is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFCX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS C SHARES) |
-6.35%
Jul 2020 - Jul 2023 |
-4.61%
Oct 2017 - Oct 2022 |
-1.01%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFCX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS C SHARES) |
4.50%
Oct 2014 - Oct 2017 |
2.65%
Sep 2013 - Sep 2018 |
-0.27%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart