Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFALX (TFA Tactical Income Fund Class A) | NA | -0.43% | -0.90% | NA | NA | NA | NA | -0.09% |
Data as of 10/16/2023, AR inception is 06/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFALX (TFA Tactical Income Fund Class A) | 06/10/2019 | 10/16/2023 |
| 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 | -0.43 | -0.90 | NA | NA | NA | NA | -0.09 | -1.87 | -10.03 | 5.47 | 2.70 | 4.21 |
| Sharpe Ratio | NA | -0.69 | -0.38 | NA | NA | NA | NA | -0.18 | -1.08 | -2.34 | 0.69 | 0.21 | 1.19 |
| Standard Deviation(%) | NA | 6.05 | 6.51 | NA | NA | NA | NA | 7.85 | 6.13 | 4.89 | 7.90 | 11.65 | 5.35 |
| Draw Down(%) | NA | 9.01 | 15.60 | NA | NA | NA | NA | 17.75 | 9.01 | 11.65 | 5.01 | 17.75 | 2.86 |
| Yield(%) | 0.00 | 0.29 | 5.56 | 3.52 | 1.76 | 1.17 | 0.88 | 4.40 | 0.00 | 0.26 | 14.93 | 1.06 | 0.61 |
Data as of 10/16/2023, 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 |
|---|---|---|---|---|
| TFALX (TFA Tactical Income Fund Class A) |
-1.32%
Aug 2020 - Aug 2023 |
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 |
|---|---|---|---|---|
| TFALX (TFA Tactical Income Fund Class A) |
3.84%
Mar 2020 - Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart