Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRUAX (SPECTRUM FUND ADVISER CLASS) | 11.75% | 29.92% | 18.73% | 10.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRUAX (SPECTRUM FUND ADVISER CLASS) | 11/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 29.92 | 18.73 | 10.91 | NA | NA | NA | … | … | 11.75 | 16.52 | 18.75 | 14.06 | -11.05 | 21.04 | 0.19 | 13.17 | -3.68 | 19.65 | 4.36 |
| Sharpe Ratio | NA | 2.35 | 1.17 | 0.68 | NA | NA | NA | … | … | 2.02 | 0.89 | 1.16 | 1.05 | -1.11 | 1.64 | 0.00 | 1.14 | -0.38 | 2.64 | 3.54 |
| Standard Deviation(%) | NA | 11.96 | 13.43 | 12.43 | NA | NA | NA | … | … | 13.60 | 15.31 | 13.08 | 10.02 | 11.27 | 12.80 | 21.65 | 10.22 | 13.26 | 7.24 | 8.62 |
| Draw Down(%) | NA | 8.67 | 16.17 | 16.17 | NA | NA | NA | … | … | 8.67 | 16.17 | 8.74 | 9.15 | 15.27 | 5.62 | 27.04 | 6.37 | 12.00 | 3.45 | 2.46 |
| Yield(%) | 0.00 | 5.43 | 8.29 | 6.23 | 5.54 | 3.69 | 2.77 | … | … | 0.39 | 5.15 | 10.28 | 9.29 | 2.41 | 6.42 | 0.90 | 1.10 | 1.36 | 7.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRUAX (SPECTRUM FUND ADVISER CLASS) |
-0.75%
Mar 2017 – Mar 2020 |
2.94%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRUAX (SPECTRUM FUND ADVISER CLASS) |
19.32%
May 2023 – May 2026 |
13.84%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart