Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTSIX (BTS Managed Income Fund Class I Shares) | 0.63% | 5.57% | 5.49% | 0.73% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTSIX (BTS Managed Income Fund Class I Shares) | 12/31/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 5.57 | 5.49 | 0.73 | NA | NA | NA | … | … | 0.63 | 0.85 | 6.10 | 5.65 | -12.34 | -1.14 | 8.64 | 4.06 | 0.00 |
| Sharpe Ratio | NA | 0.82 | 0.50 | -0.34 | NA | NA | NA | … | … | -0.26 | -0.34 | 0.64 | 0.40 | -1.83 | -0.36 | 1.12 | 1.03 | NA |
| Standard Deviation(%) | NA | 3.55 | 4.46 | 5.18 | NA | NA | NA | … | … | 3.93 | 6.08 | 3.88 | 5.06 | 7.56 | 3.25 | 7.43 | 2.51 | 0.00 |
| Draw Down(%) | NA | 3.09 | 5.45 | 16.28 | NA | NA | NA | … | … | 3.09 | 5.45 | 2.11 | 5.19 | 14.83 | 2.37 | 9.89 | 1.65 | 0.00 |
| Yield(%) | 0.00 | 5.08 | 4.08 | 2.82 | 1.91 | 1.27 | 0.96 | … | … | 0.00 | 5.63 | 4.32 | 2.58 | 2.22 | 1.34 | 1.43 | 2.05 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSIX (BTS Managed Income Fund Class I Shares) |
-3.72%
Oct 2020 – Oct 2023 |
0.21%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSIX (BTS Managed Income Fund Class I Shares) |
6.37%
Sep 2022 – Sep 2025 |
1.46%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart