Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THLGX (TOEWS TACTICAL MONUMENT FUND TOEWS TACTICAL MONUMENT FUND) | 7.74% | 1.89% | 6.86% | 0.74% | 3.70% | NA | NA | 4.86% |
Data as of 07/21/2025, AR inception is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THLGX (TOEWS TACTICAL MONUMENT FUND TOEWS TACTICAL MONUMENT FUND) | 08/03/2010 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 1.89 | 6.86 | 0.74 | 3.70 | NA | NA | 4.86 | 7.74 | 2.90 | 16.91 | -12.49 | -9.49 | 20.75 | 19.50 | -4.29 | 19.54 | -4.66 | -11.83 | 6.97 | 29.76 | 14.20 | -19.09 | 6.31 |
| Sharpe Ratio | NA | -0.09 | 0.30 | -0.08 | 0.19 | NA | NA | 0.29 | 1.01 | -0.31 | 1.17 | -1.54 | -0.55 | 1.11 | 1.95 | -0.60 | 2.81 | -0.65 | -0.93 | 0.72 | 2.67 | 0.84 | -1.31 | 1.13 |
| Standard Deviation(%) | NA | 12.25 | 11.42 | 13.34 | 11.94 | NA | NA | 12.37 | 11.16 | 12.07 | 10.95 | 9.03 | 17.19 | 18.44 | 9.28 | 9.33 | 6.76 | 7.51 | 12.69 | 9.62 | 11.12 | 16.98 | 14.64 | 13.93 |
| Draw Down(%) | NA | 9.66 | 12.18 | 28.18 | 28.18 | NA | NA | 28.18 | 8.37 | 9.96 | 8.44 | 13.24 | 16.30 | 11.83 | 6.08 | 12.72 | 3.01 | 7.45 | 15.77 | 5.76 | 5.99 | 9.14 | 25.22 | 4.89 |
| Yield(%) | 0.00 | 3.37 | 2.58 | 1.48 | 1.39 | 2.65 | 1.99 | 2.84 | 0.00 | 3.70 | 4.08 | 0.00 | 0.00 | 1.06 | 1.42 | 0.25 | 0.00 | 0.00 | 2.41 | 8.37 | 15.16 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THLGX (TOEWS TACTICAL MONUMENT FUND TOEWS TACTICAL MONUMENT FUND) |
-6.27%
Aug 2020 - Aug 2023 |
-0.01%
Feb 2011 - Feb 2016 |
2.44%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THLGX (TOEWS TACTICAL MONUMENT FUND TOEWS TACTICAL MONUMENT FUND) |
16.60%
Dec 2011 - Dec 2014 |
12.04%
Aug 2016 - Aug 2021 |
8.01%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart