Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFAFX (Tactical Growth Allocation Fund Class I) | 3.78% | 18.00% | 14.59% | 6.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFAFX (Tactical Growth Allocation Fund Class I) | 06/10/2019 | 06/05/2026 |
| 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 (%) | -3.59 | 18.00 | 14.59 | 6.66 | NA | NA | NA | … | … | 3.78 | 13.18 | 20.19 | 19.64 | -24.11 | 16.14 | 7.88 | 3.83 |
| Sharpe Ratio | NA | 1.63 | 0.94 | 0.35 | NA | NA | NA | … | … | 1.30 | 0.63 | 1.25 | 1.39 | -1.54 | 1.26 | 0.48 | 0.72 |
| Standard Deviation(%) | NA | 12.37 | 14.15 | 14.41 | NA | NA | NA | … | … | 13.30 | 16.77 | 13.27 | 11.64 | 16.60 | 12.82 | 16.00 | 7.83 |
| Draw Down(%) | NA | 9.30 | 17.55 | 25.67 | NA | NA | NA | … | … | 9.30 | 17.34 | 8.91 | 8.86 | 25.58 | 6.49 | 20.73 | 4.42 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 2.96 | 2.19 | 1.46 | 1.09 | … | … | 0.00 | 0.00 | 0.00 | 0.23 | 2.70 | 12.81 | 4.77 | 0.13 |
Data as of 06/05/2026, Common starting date is 06/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFAFX (Tactical Growth Allocation Fund Class I) |
-1.67%
Dec 2019 – Dec 2022 |
5.86%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFAFX (Tactical Growth Allocation Fund Class I) |
17.05%
Dec 2022 – Dec 2025 |
9.52%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart