Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTSRX (BTS Managed Income Fund Class R Shares) | 0.94% | 5.37% | 5.14% | 0.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTSRX (BTS Managed Income Fund Class R Shares) | 12/31/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.37 | 5.14 | 0.33 | NA | NA | NA | … | … | 0.94 | 5.15 | 5.57 | 4.99 | -12.73 | -1.46 | 8.57 | 4.06 | 0.00 |
| Sharpe Ratio | NA | 0.89 | 0.46 | -0.41 | NA | NA | NA | … | … | -0.05 | 0.45 | 0.50 | 0.27 | -1.88 | -0.45 | 1.12 | 1.03 | NA |
| Standard Deviation(%) | NA | 3.53 | 4.49 | 5.19 | NA | NA | NA | … | … | 3.87 | 5.06 | 3.92 | 4.99 | 7.57 | 3.29 | 7.42 | 2.52 | 0.00 |
| Draw Down(%) | NA | 3.08 | 5.55 | 16.78 | NA | NA | NA | … | … | 3.08 | 5.55 | 2.11 | 5.65 | 15.19 | 2.59 | 9.89 | 1.65 | 0.00 |
| Yield(%) | 0.00 | 4.67 | 3.60 | 2.38 | 1.65 | 1.10 | 0.83 | … | … | 0.00 | 5.10 | 3.82 | 2.07 | 1.69 | 0.83 | 1.36 | 2.05 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BTSRX (BTS Managed Income Fund Class R Shares) |
-4.18%
Oct 2020 – Oct 2023 |
-0.25%
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 |
|---|---|---|---|---|
| BTSRX (BTS Managed Income Fund Class R Shares) |
5.87%
Sep 2022 – Sep 2025 |
1.06%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart