Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFAEX (Tactical Growth Allocation Fund Class A) | NA | 20.13% | 4.23% | NA | NA | NA | NA | 3.80% |
Data as of 10/06/2023, AR inception is 06/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFAEX (Tactical Growth Allocation Fund Class A) | 06/10/2019 | 10/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.13 | 4.23 | NA | NA | NA | NA | 3.80 | 16.52 | -35.48 | 16.49 | 1.93 | 3.70 |
| Sharpe Ratio | NA | 1.29 | 0.16 | NA | NA | NA | NA | 0.14 | 1.75 | -1.84 | 1.27 | 0.10 | 0.70 |
| Standard Deviation(%) | NA | 12.55 | 16.44 | NA | NA | NA | NA | 15.76 | 10.24 | 20.10 | 12.95 | 16.66 | 7.89 |
| Draw Down(%) | NA | 6.65 | 33.77 | NA | NA | NA | NA | 33.77 | 6.65 | 35.48 | 6.49 | 20.79 | 4.42 |
| Yield(%) | 0.00 | 3.62 | 7.02 | 4.34 | 2.17 | 1.45 | 1.08 | 5.42 | 0.00 | 2.74 | 12.98 | 4.78 | 0.12 |
Data as of 10/06/2023, AR inception is 06/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFAEX (Tactical Growth Allocation Fund Class A) |
-1.57%
Sep 2019 - Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFAEX (Tactical Growth Allocation Fund Class A) |
6.24%
Mar 2020 - Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart