Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTDRX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS R SHARES) | 8.00% | 19.98% | 16.01% | 7.09% | 6.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTDRX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS R 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 (%) | 0.70 | 19.98 | 16.01 | 7.09 | 6.86 | NA | NA | … | … | 8.00 | 13.84 | 17.95 | 11.89 | -15.95 | 17.12 | 4.02 | 14.15 | -5.98 | 14.39 | -5.51 | -1.67 |
| Sharpe Ratio | NA | 1.76 | 0.98 | 0.40 | 0.45 | NA | NA | … | … | 1.67 | 0.63 | 1.16 | 1.10 | -2.93 | 1.48 | 0.21 | 1.62 | -0.49 | 2.00 | -0.55 | -0.89 |
| Standard Deviation(%) | NA | 10.13 | 13.26 | 11.39 | 12.18 | NA | NA | … | … | 10.15 | 17.67 | 12.40 | 7.56 | 5.96 | 11.57 | 18.16 | 7.82 | 15.21 | 6.91 | 10.39 | 6.97 |
| Draw Down(%) | NA | 5.92 | 18.20 | 18.20 | 18.20 | NA | NA | … | … | 5.36 | 18.20 | 8.34 | 4.89 | 17.03 | 4.18 | 17.71 | 6.53 | 14.61 | 3.64 | 7.53 | 2.99 |
| Yield(%) | 0.00 | 0.00 | 0.55 | 2.86 | 2.13 | 1.38 | 1.04 | … | … | 0.00 | 0.00 | 0.00 | 1.71 | 0.00 | 14.76 | 0.00 | 0.97 | 0.00 | 0.18 | 0.71 | 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 |
|---|---|---|---|---|
| HTDRX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS R SHARES) |
0.54%
Dec 2015 – Dec 2018 |
0.94%
Oct 2015 – Oct 2020 |
5.68%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTDRX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS R SHARES) |
16.41%
May 2023 – May 2026 |
10.89%
Oct 2020 – Oct 2025 |
7.06%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart