Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTAFX (Altst Strgs Fd A) | -5.80% | 5.17% | 128.69% | 22.43% | 13.35% | 7.31% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTAFX (Altst Strgs Fd A) | 02/04/2011 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 5.17 | 128.69 | 22.43 | 13.35 | 7.31 | NA | … | … | -5.80 | 17.88 | -0.97 | 206.75 | -26.12 | 36.68 | -7.33 | 11.40 | -6.17 | 1.24 | 10.37 | -19.52 | 5.70 | -4.13 | -0.21 | -4.53 |
| Sharpe Ratio | NA | 0.27 | 1.27 | 0.21 | 0.17 | NA | NA | … | … | -0.55 | 0.80 | -0.34 | 0.93 | -1.20 | 3.41 | -0.25 | 1.32 | -0.80 | 0.08 | 1.04 | -1.92 | 0.78 | -0.59 | -0.03 | -0.44 |
| Standard Deviation(%) | NA | 17.70 | 100.15 | 99.63 | 71.21 | NA | NA | … | … | 24.16 | 18.83 | 13.51 | 220.35 | 23.13 | 10.76 | 29.94 | 7.52 | 9.49 | 7.08 | 9.77 | 10.16 | 7.32 | 7.07 | 9.19 | 11.30 |
| Draw Down(%) | NA | 29.71 | 29.71 | 80.34 | 80.34 | NA | NA | … | … | 26.95 | 17.79 | 12.18 | 75.47 | 27.69 | 4.74 | 35.34 | 6.61 | 10.53 | 5.70 | 11.30 | 23.19 | 5.57 | 11.49 | 7.22 | 11.60 |
| Yield(%) | 0.00 | 17.94 | 198.64 | 25.67 | 14.20 | 7.69 | 5.74 | … | … | 0.00 | 22.32 | 15.37 | 37.36 | 5.70 | 9.85 | 11.21 | 8.71 | 7.37 | 7.20 | 2.06 | 2.57 | 1.58 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTAFX (Altst Strgs Fd A) |
-35.86%
Jan 2020 – Jan 2023 |
-22.79%
Aug 2018 – Aug 2023 |
-13.74%
Apr 2013 – Apr 2023 |
5.92%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTAFX (Altst Strgs Fd A) |
131.05%
May 2023 – May 2026 |
34.38%
Oct 2020 – Oct 2025 |
15.03%
Sep 2015 – Sep 2025 |
7.37%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart