Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTDIX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS I SHARES) | 8.16% | 20.49% | 16.51% | 7.51% | 7.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTDIX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS I SHARES) | 09/25/2015 | 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 (%) | 0.75 | 20.49 | 16.51 | 7.51 | 7.21 | NA | NA | … | … | 8.16 | 14.35 | 18.32 | 12.48 | -15.78 | 17.63 | 4.37 | 14.00 | -5.63 | 14.82 | -4.91 | -1.57 |
| Sharpe Ratio | NA | 1.81 | 1.02 | 0.44 | 0.48 | NA | NA | … | … | 1.72 | 0.66 | 1.19 | 1.17 | -2.93 | 1.53 | 0.23 | 1.62 | -0.46 | 2.04 | -0.52 | -0.83 |
| Standard Deviation(%) | NA | 10.11 | 13.23 | 11.36 | 12.12 | NA | NA | … | … | 10.09 | 17.65 | 12.32 | 7.59 | 5.90 | 11.51 | 18.08 | 7.73 | 15.20 | 6.98 | 9.80 | 7.03 |
| Draw Down(%) | NA | 5.93 | 18.08 | 18.08 | 18.08 | NA | NA | … | … | 5.25 | 18.08 | 8.36 | 4.82 | 16.78 | 4.16 | 17.60 | 6.33 | 14.51 | 3.63 | 7.01 | 2.89 |
| Yield(%) | 0.00 | 0.00 | 0.69 | 2.91 | 2.28 | 1.49 | 1.12 | … | … | 0.00 | 0.00 | 0.00 | 2.13 | 0.00 | 14.67 | 0.00 | 0.78 | 0.34 | 0.74 | 1.22 | 0.33 |
Data as of 06/04/2026, Common starting date is 09/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTDIX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS I SHARES) |
0.86%
Oct 2017 – Oct 2020 |
1.28%
Oct 2015 – Oct 2020 |
6.05%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTDIX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS I SHARES) |
16.95%
May 2023 – May 2026 |
11.31%
Oct 2020 – Oct 2025 |
7.41%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart