Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QTSSX (Quantified Tactical Sectors Fund Investor Class Shares) | -3.64% | -4.04% | 7.32% | NA | NA | NA | NA | -6.76% |
Data as of 07/22/2025, AR inception is 03/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QTSSX (Quantified Tactical Sectors Fund Investor Class Shares) | 03/04/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | -4.04 | 7.32 | NA | NA | NA | NA | -6.76 | -3.64 | 13.88 | 13.98 | -27.55 | -16.60 |
| Sharpe Ratio | NA | -0.32 | 0.21 | NA | NA | NA | NA | -0.36 | -0.47 | 0.50 | 0.54 | -1.46 | -0.54 |
| Standard Deviation(%) | NA | 22.77 | 20.53 | NA | NA | NA | NA | 24.21 | 22.10 | 20.59 | 19.46 | 19.91 | 36.34 |
| Draw Down(%) | NA | 24.77 | 24.77 | NA | NA | NA | NA | 52.27 | 23.46 | 14.44 | 19.77 | 31.03 | 32.37 |
| Yield(%) | 0.00 | 0.00 | 2.28 | 1.32 | 0.66 | 0.44 | 0.33 | 1.65 | 0.00 | 0.00 | 6.75 | 0.14 | 2.52 |
Data as of 07/22/2025, AR inception 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 |
0.00%
NA |
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) |
6.91%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart