Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QTSSX (Quantified Tactical Sectors Fund Investor Class Shares) | 16.89% | 37.74% | 14.18% | -4.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QTSSX (Quantified Tactical Sectors Fund Investor Class Shares) | 03/04/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | 37.74 | 14.18 | -4.19 | NA | NA | NA | … | … | 16.89 | 6.16 | 13.88 | 13.98 | -27.55 | -16.60 |
| Sharpe Ratio | NA | 1.67 | 0.54 | -0.24 | NA | NA | NA | … | … | 1.76 | 0.16 | 0.50 | 0.54 | -1.46 | -0.54 |
| Standard Deviation(%) | NA | 20.37 | 20.50 | 23.01 | NA | NA | NA | … | … | 21.06 | 21.59 | 20.59 | 19.46 | 19.91 | 36.34 |
| Draw Down(%) | NA | 11.91 | 24.77 | 52.27 | NA | NA | NA | … | … | 9.27 | 23.46 | 14.44 | 19.77 | 31.03 | 32.37 |
| Yield(%) | 0.00 | 0.00 | 2.13 | 1.12 | 0.66 | 0.44 | 0.33 | … | … | 0.00 | 0.00 | 0.00 | 6.75 | 0.14 | 2.52 |
Data as of 06/04/2026, Common starting date is 03/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QTSSX (Quantified Tactical Sectors Fund Investor Class Shares) |
-13.33%
May 2021 – May 2024 |
-4.26%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QTSSX (Quantified Tactical Sectors Fund Investor Class Shares) |
14.61%
May 2023 – May 2026 |
-2.97%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart