Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRUIX (SPECTRUM FUND INSTITUTIONAL CLASS) | 11.78% | 29.91% | 18.67% | 10.84% | 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 |
|---|---|---|
| SRUIX (SPECTRUM FUND INSTITUTIONAL 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 (%) | 0.35 | 29.91 | 18.67 | 10.84 | NA | NA | NA | … | … | 11.78 | 16.48 | 18.60 | 14.04 | -11.16 | 20.96 | 0.26 | 13.44 | -3.51 | 19.75 | 4.36 |
| Sharpe Ratio | NA | 2.34 | 1.17 | 0.67 | NA | NA | NA | … | … | 2.02 | 0.89 | 1.14 | 1.04 | -1.12 | 1.63 | 0.00 | 1.16 | -0.37 | 2.66 | 3.54 |
| Standard Deviation(%) | NA | 12.01 | 13.46 | 12.48 | NA | NA | NA | … | … | 13.68 | 15.33 | 13.10 | 10.08 | 11.30 | 12.88 | 21.73 | 10.28 | 13.21 | 7.20 | 8.62 |
| Draw Down(%) | NA | 8.71 | 16.19 | 16.19 | NA | NA | NA | … | … | 8.71 | 16.19 | 8.72 | 9.20 | 15.36 | 5.53 | 27.03 | 6.35 | 11.89 | 3.37 | 2.46 |
| Yield(%) | 0.00 | 5.42 | 8.22 | 6.18 | 5.54 | 3.69 | 2.77 | … | … | 0.39 | 5.15 | 10.16 | 9.20 | 2.40 | 6.40 | 0.89 | 1.10 | 1.52 | 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 |
|---|---|---|---|---|
| SRUIX (SPECTRUM FUND INSTITUTIONAL CLASS) |
-0.59%
Mar 2017 – Mar 2020 |
2.97%
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 |
|---|---|---|---|---|
| SRUIX (SPECTRUM FUND INSTITUTIONAL CLASS) |
19.29%
May 2023 – May 2026 |
13.80%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart