Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTRFX (ONTRACK CORE FUND ONTRACK CORE FUND INVESTOR CLASS SHARES) | 4.87% | 11.79% | 6.16% | 1.96% | 5.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTRFX (ONTRACK CORE FUND ONTRACK CORE FUND INVESTOR CLASS SHARES) | 01/17/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 11.79 | 6.16 | 1.96 | 5.27 | NA | NA | … | … | 4.87 | 6.12 | -0.12 | 5.37 | -5.82 | 3.94 | 29.03 | 6.86 | -4.70 | 6.49 | 10.41 | -4.40 | -2.68 | 4.28 |
| Sharpe Ratio | NA | 2.17 | 0.82 | -0.21 | 1.02 | NA | NA | … | … | 2.00 | 0.94 | -1.16 | 0.61 | -2.95 | 2.50 | 5.47 | 1.90 | -1.56 | 1.34 | 2.26 | -1.53 | -0.71 | 2.09 |
| Standard Deviation(%) | NA | 4.15 | 3.43 | 3.02 | 3.61 | NA | NA | … | … | 4.31 | 3.46 | 3.23 | 2.84 | 2.47 | 1.57 | 5.24 | 2.84 | 3.93 | 4.39 | 4.51 | 2.91 | 3.81 | 2.13 |
| Draw Down(%) | NA | 3.02 | 5.76 | 9.51 | 9.51 | NA | NA | … | … | 3.02 | 2.35 | 4.57 | 4.25 | 5.84 | 1.90 | 4.72 | 2.39 | 8.32 | 4.13 | 2.85 | 8.40 | 7.80 | 3.39 |
| Yield(%) | 0.00 | 12.29 | 6.77 | 5.01 | 5.12 | 3.68 | 2.76 | … | … | 0.00 | 12.22 | 7.46 | 0.15 | 1.29 | 6.89 | 2.96 | 1.46 | 6.35 | 2.79 | 7.27 | 5.54 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTRFX (ONTRACK CORE FUND ONTRACK CORE FUND INVESTOR CLASS SHARES) |
-1.54%
Feb 2013 – Feb 2016 |
0.83%
Dec 2013 – Dec 2018 |
3.37%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTRFX (ONTRACK CORE FUND ONTRACK CORE FUND INVESTOR CLASS SHARES) |
12.74%
Dec 2018 – Dec 2021 |
9.94%
Feb 2016 – Feb 2021 |
6.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart