Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LTIFX (Alternative Strategies Fund) -5.43% 0.62% 129.77% 77.03% NA NA NA
Data as of 06/04/2026, Common starting date is 08/17/2017
More Performance Analytics Comparison
Name Start Date End Date
LTIFX (Alternative Strategies Fund) 08/17/2017 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
Annualized Return (%) -0.23 0.62 129.77 77.03 NA NA NA -5.43 13.05 2.81 1,146.62 0.75 63.53 -71.94 3.00 -12.92 -0.52
Sharpe Ratio NA 0.02 1.28 0.95 NA NA NA -0.55 0.52 -0.06 6.78 -0.02 3.76 -0.50 0.25 -1.64 -0.41
Standard Deviation(%) NA 18.48 100.54 79.36 NA NA NA 24.04 19.69 13.70 172.20 29.18 16.89 143.28 6.06 8.73 5.39
Draw Down(%) NA 32.59 32.59 32.59 NA NA NA 26.86 17.83 12.13 9.37 22.79 4.85 83.61 8.39 15.58 3.68
Yield(%) 0.00 13.52 197.01 101.77 11.71 7.81 5.86 0.00 18.03 18.48 150.74 28.39 30.42 6.10 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 08/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LTIFX (Alternative Strategies Fund) -41.15%
Sep 2017 – Sep 2020
-18.20%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LTIFX (Alternative Strategies Fund) 188.86%
Sep 2020 – Sep 2023
101.19%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return