Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TANDX (Castle Tandem Fund Institutional Shares) | -12.78% | -15.24% | 1.41% | 1.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TANDX (Castle Tandem Fund Institutional Shares) | 03/25/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | -15.24 | 1.41 | 1.75 | NA | NA | NA | … | … | -12.78 | 3.67 | 7.66 | 8.42 | -7.40 | 19.03 | 13.39 | 12.35 |
| Sharpe Ratio | NA | -1.86 | -0.16 | -0.06 | NA | NA | NA | … | … | -2.80 | 0.07 | 0.51 | 0.51 | -0.52 | 2.23 | 0.52 | 1.71 |
| Standard Deviation(%) | NA | 9.27 | 9.81 | 11.52 | NA | NA | NA | … | … | 10.72 | 11.56 | 7.98 | 9.38 | 17.12 | 8.54 | 25.40 | 8.70 |
| Draw Down(%) | NA | 15.55 | 15.64 | 16.48 | NA | NA | NA | … | … | 13.81 | 8.97 | 5.46 | 10.49 | 16.45 | 4.64 | 24.33 | 3.87 |
| Yield(%) | 0.00 | 5.65 | 4.27 | 3.87 | 2.70 | 1.80 | 1.35 | … | … | 0.00 | 6.05 | 3.87 | 2.22 | 1.83 | 5.26 | 0.37 | 0.41 |
Data as of 06/04/2026, Common starting date is 03/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANDX (Castle Tandem Fund Institutional Shares) |
1.90%
May 2023 – May 2026 |
1.87%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANDX (Castle Tandem Fund Institutional Shares) |
12.10%
Mar 2020 – Mar 2023 |
11.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart