Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHLDX (USCA Shield Fund Institutional Class) | NA | 3.22% | 5.77% | 3.54% | NA | NA | NA | … | … |
Data as of 05/31/2023, Common starting date is 11/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHLDX (USCA Shield Fund Institutional Class) | 11/30/2016 | 05/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 3.22 | 5.77 | 3.54 | NA | NA | NA | … | … | 6.55 | -12.94 | 10.01 | 1.16 | 11.75 | -5.39 | 6.33 | 0.10 |
| Sharpe Ratio | NA | 0.00 | 0.37 | 0.17 | NA | NA | NA | … | … | 1.41 | -1.44 | 2.60 | 0.03 | 1.58 | -0.66 | 1.31 | 0.23 |
| Standard Deviation(%) | NA | 9.23 | 12.45 | 14.15 | NA | NA | NA | … | … | 8.53 | 10.04 | 6.18 | 27.21 | 6.62 | 10.15 | 4.39 | 3.61 |
| Draw Down(%) | NA | 8.27 | 14.04 | 24.08 | NA | NA | NA | … | … | 3.95 | 14.04 | 1.92 | 24.08 | 3.74 | 10.13 | 2.51 | 0.89 |
| Yield(%) | 0.00 | 2.66 | 1.93 | 2.77 | 1.81 | 1.21 | 0.91 | … | … | 0.00 | 2.44 | 0.41 | 2.94 | 4.27 | 4.15 | 3.39 | 0.00 |
Data as of 05/31/2023, Common starting date is 11/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLDX (USCA Shield Fund Institutional Class) |
-1.49%
Mar 2017 – Mar 2020 |
1.84%
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 |
|---|---|---|---|---|
| SHLDX (USCA Shield Fund Institutional Class) |
8.49%
Dec 2018 – Dec 2021 |
5.86%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart