Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TMPFX (TACTICAL MULTI-PURPOSE FUND) 1.52% 3.82% 3.96% 2.67% NA NA NA
Data as of 06/04/2026, Common starting date is 03/31/2017
More Performance Analytics Comparison
Name Start Date End Date
TMPFX (TACTICAL MULTI-PURPOSE FUND) 03/31/2017 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 2018 2017
Annualized Return (%) 0.00 3.82 3.96 2.67 NA NA NA 1.52 -0.10 4.25 3.90 0.51 -0.91 -0.60 0.30 -0.30 -0.40
Sharpe Ratio NA 2.06 1.22 0.26 NA NA NA 2.21 -0.79 -3.96 -0.55 -2.38 -3.11 -2.95 -6.36 -9.32 -3.80
Standard Deviation(%) NA 0.56 0.59 0.54 NA NA NA 0.57 3.78 0.59 0.64 0.37 0.30 0.28 0.17 0.17 0.33
Draw Down(%) NA 0.00 0.20 0.91 NA NA NA 0.00 3.62 0.01 0.20 0.41 0.91 0.70 0.00 0.30 0.40
Yield(%) 0.00 3.76 3.89 2.37 1.17 0.78 0.58 0.00 3.81 4.15 3.89 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMPFX (TACTICAL MULTI-PURPOSE FUND) -0.57%
Jul 2019 – Jul 2022
-0.42%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMPFX (TACTICAL MULTI-PURPOSE FUND) 3.99%
Apr 2023 – Apr 2026
2.67%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return