Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPEX (SPECTRUM ADVISORS PREFERRED FUND INVESTOR CLASS SHARES) | 0.05% | 12.42% | 10.49% | -2.16% | 6.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPEX (SPECTRUM ADVISORS PREFERRED FUND INVESTOR CLASS SHARES) | 05/29/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 12.42 | 10.49 | -2.16 | 6.80 | NA | NA | … | … | 0.05 | 15.24 | 5.25 | 12.11 | -38.08 | 17.15 | 33.85 | 27.65 | -4.44 | 15.32 | 8.54 | -7.80 |
| Sharpe Ratio | NA | 0.96 | 0.57 | -0.34 | 0.32 | NA | NA | … | … | -0.52 | 1.25 | 0.11 | 0.80 | -2.07 | 0.87 | 1.15 | 2.11 | -0.43 | 1.83 | 0.69 | -1.49 |
| Standard Deviation(%) | NA | 9.49 | 11.82 | 14.23 | 16.05 | NA | NA | … | … | 10.92 | 9.96 | 14.28 | 10.66 | 19.10 | 19.58 | 29.13 | 12.40 | 13.72 | 8.05 | 12.08 | 8.57 |
| Draw Down(%) | NA | 7.62 | 11.57 | 40.48 | 40.48 | NA | NA | … | … | 7.62 | 8.43 | 8.65 | 8.92 | 38.38 | 10.28 | 26.50 | 6.77 | 17.13 | 3.95 | 7.36 | 9.05 |
| Yield(%) | 0.00 | 4.68 | 2.84 | 6.27 | 8.78 | 5.64 | 4.23 | … | … | 0.00 | 5.25 | 2.32 | 0.97 | 0.00 | 29.88 | 19.26 | 0.94 | 2.83 | 4.90 | 0.19 | 0.66 |
Data as of 06/04/2026, Common starting date is 05/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPEX (SPECTRUM ADVISORS PREFERRED FUND INVESTOR CLASS SHARES) |
-9.93%
Dec 2021 – Dec 2024 |
-2.23%
May 2021 – May 2026 |
5.53%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPEX (SPECTRUM ADVISORS PREFERRED FUND INVESTOR CLASS SHARES) |
26.03%
Dec 2018 – Dec 2021 |
18.48%
Jun 2016 – Jun 2021 |
7.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart