Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMPFX (TACTICAL MULTI-PURPOSE FUND) | 2.13% | 3.63% | 3.71% | 1.88% | NA | NA | NA | 1.09% |
Data as of 07/31/2025, AR inception is 03/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMPFX (TACTICAL MULTI-PURPOSE FUND) | 03/31/2017 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.63 | 3.71 | 1.88 | NA | NA | NA | 1.09 | 2.13 | 4.25 | 3.90 | 0.51 | -0.91 | -0.60 | 0.30 | -0.30 | -0.40 |
| Sharpe Ratio | NA | 1.01 | 0.58 | -0.42 | NA | NA | NA | -1.50 | 1.36 | -3.96 | -0.55 | -2.38 | -3.11 | -2.95 | -6.36 | -9.32 | -3.80 |
| Standard Deviation(%) | NA | 0.56 | 0.58 | 0.51 | NA | NA | NA | 0.43 | 0.57 | 0.59 | 0.64 | 0.37 | 0.30 | 0.28 | 0.17 | 0.17 | 0.33 |
| Draw Down(%) | NA | 0.01 | 0.20 | 1.71 | NA | NA | NA | 2.30 | 0.00 | 0.01 | 0.20 | 0.41 | 0.91 | 0.70 | 0.00 | 0.30 | 0.40 |
| Yield(%) | 0.00 | 4.04 | 2.71 | 1.60 | 0.79 | 0.53 | 0.40 | 0.99 | 0.00 | 4.15 | 3.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception 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) |
3.57%
Jun 2022 - Jun 2025 |
1.79%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart