Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTFRX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS R SHARES) | -1.70% | 1.95% | 3.00% | -1.77% | -0.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTFRX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS R SHARES) | 05/06/2015 | 06/04/2026 |
| 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 (%) | 0.00 | 1.95 | 3.00 | -1.77 | -0.67 | NA | NA | … | … | -1.70 | -0.98 | 3.32 | 1.99 | -12.94 | -2.54 | 1.22 | 4.05 | -6.76 | 2.55 | 13.57 | -3.81 |
| Sharpe Ratio | NA | -0.08 | -0.05 | -0.77 | -0.46 | NA | NA | … | … | -1.69 | -0.86 | -0.66 | -0.39 | -1.81 | -0.69 | 0.17 | 0.95 | -2.36 | 0.59 | 2.02 | -1.72 |
| Standard Deviation(%) | NA | 3.73 | 4.42 | 5.44 | 4.89 | NA | NA | … | … | 3.74 | 4.53 | 4.93 | 5.81 | 7.95 | 3.71 | 5.65 | 2.79 | 3.43 | 3.27 | 6.62 | 3.35 |
| Draw Down(%) | NA | 3.11 | 4.12 | 18.99 | 20.99 | NA | NA | … | … | 3.11 | 4.12 | 2.88 | 7.55 | 15.15 | 3.95 | 5.16 | 1.93 | 7.12 | 2.09 | 3.76 | 4.39 |
| Yield(%) | 0.00 | 3.55 | 3.73 | 2.41 | 2.36 | 1.74 | 1.31 | … | … | 0.00 | 4.07 | 4.20 | 3.21 | 1.63 | 1.38 | 0.58 | 2.96 | 2.83 | 2.46 | 5.08 | 0.71 |
Data as of 06/04/2026, Common starting date is 05/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFRX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS R SHARES) |
-5.89%
Jul 2020 – Jul 2023 |
-4.13%
Oct 2017 – Oct 2022 |
-0.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTFRX (BTS TACTICAL FIXED INCOME FUND BTS TACTICAL FIXED INCOME FUND CLASS R SHARES) |
3.70%
Sep 2015 – Sep 2018 |
2.72%
Dec 2015 – Dec 2020 |
0.64%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart