Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTFIX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS I SHARES) | -1.83% | 2.23% | 3.36% | -1.38% | -0.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTFIX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS I SHARES) | 05/28/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 2.23 | 3.36 | -1.38 | -0.21 | NA | NA | … | … | -1.83 | -0.72 | 3.73 | 2.39 | -12.54 | -2.02 | 1.70 | 4.59 | -6.29 | 3.17 | 14.06 | -4.09 |
| Sharpe Ratio | NA | 0.03 | 0.06 | -0.69 | -0.36 | NA | NA | … | … | -1.55 | -0.77 | -0.57 | -0.32 | -1.77 | -0.57 | 0.26 | 1.17 | -2.24 | 0.77 | 2.07 | -2.77 |
| Standard Deviation(%) | NA | 3.77 | 4.43 | 5.41 | 4.88 | NA | NA | … | … | 3.88 | 4.71 | 4.98 | 5.81 | 7.89 | 3.61 | 5.70 | 2.71 | 3.41 | 3.29 | 6.70 | 2.44 |
| Draw Down(%) | NA | 3.11 | 4.13 | 18.07 | 18.59 | NA | NA | … | … | 3.11 | 4.13 | 3.01 | 7.31 | 14.77 | 3.72 | 5.01 | 1.80 | 6.75 | 2.09 | 3.75 | 4.19 |
| Yield(%) | 0.00 | 3.98 | 4.22 | 2.82 | 2.79 | 2.05 | 1.54 | … | … | 0.00 | 4.61 | 4.74 | 3.72 | 2.04 | 1.91 | 0.95 | 3.48 | 3.32 | 3.16 | 5.67 | 0.81 |
Data as of 06/05/2026, Common starting date is 05/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFIX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS I SHARES) |
-5.41%
Jul 2020 – Jul 2023 |
-3.66%
Oct 2017 – Oct 2022 |
-0.11%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFIX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS I SHARES) |
4.08%
Sep 2015 – Sep 2018 |
3.24%
Dec 2015 – Dec 2020 |
1.14%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart