Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTIFX (Belmont Theta Income Fund Institutional Class) | NA | -13.72% | 2.19% | 1.74% | NA | NA | NA | … | … |
Data as of 09/02/2025, Common starting date is 05/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTIFX (Belmont Theta Income Fund Institutional Class) | 05/01/2018 | 09/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.72 | 2.19 | 1.74 | NA | NA | NA | … | … | -7.95 | 0.46 | 10.56 | -0.56 | 4.00 | -5.05 | -0.06 | 0.40 |
| Sharpe Ratio | NA | -0.98 | -0.10 | -0.04 | NA | NA | NA | … | … | -0.80 | -0.28 | 0.94 | -0.22 | 0.87 | -0.47 | -0.32 | -0.13 |
| Standard Deviation(%) | NA | 18.12 | 12.01 | 10.21 | NA | NA | NA | … | … | 18.41 | 11.40 | 7.44 | 8.93 | 4.56 | 11.18 | 4.86 | 7.00 |
| Draw Down(%) | NA | 21.44 | 21.44 | 21.44 | NA | NA | NA | … | … | 15.01 | 10.57 | 6.56 | 7.69 | 3.34 | 13.15 | 3.33 | 4.94 |
| Yield(%) | 0.00 | 5.33 | 2.44 | 1.50 | 0.72 | 0.48 | 0.36 | … | … | 3.14 | 2.65 | 0.73 | 0.00 | 0.00 | 0.00 | 0.34 | 0.00 |
Data as of 09/02/2025, Common starting date is 05/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTIFX (Belmont Theta Income Fund Institutional Class) |
-3.08%
Sep 2019 – Sep 2022 |
-0.09%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTIFX (Belmont Theta Income Fund Institutional Class) |
8.02%
Nov 2021 – Nov 2024 |
3.88%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart