Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMAX (ASG TACTICAL U.S. MARKET FUND CLASS A) | NA | -2.66% | 3.78% | 6.70% | NA | NA | NA | … | … |
Data as of 10/15/2020, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMAX (ASG TACTICAL U.S. MARKET FUND CLASS A) | 10/04/2013 | 10/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | -2.66 | 3.78 | 6.70 | NA | NA | NA | … | … | -25.97 | 23.36 | -4.47 | 25.37 | 4.09 | -2.99 | 12.05 | 9.43 |
| Sharpe Ratio | NA | -0.57 | -0.14 | 0.11 | NA | NA | NA | … | … | -0.82 | 1.77 | -0.29 | 3.11 | 0.46 | -0.21 | 0.81 | 3.25 |
| Standard Deviation(%) | NA | 34.52 | 24.03 | 19.34 | NA | NA | NA | … | … | 38.60 | 12.51 | 19.69 | 8.00 | 8.37 | 14.31 | 14.85 | 14.13 |
| Draw Down(%) | NA | 34.67 | 34.67 | 34.67 | NA | NA | NA | … | … | 34.67 | 7.16 | 17.73 | 3.34 | 4.92 | 11.87 | 10.06 | 2.68 |
| Yield(%) | 0.00 | 19.33 | 9.40 | 7.04 | 4.55 | 3.04 | 2.28 | … | … | 16.96 | 0.79 | 2.39 | 6.07 | 0.42 | 0.75 | 4.66 | 0.00 |
Data as of 10/15/2020, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMAX (ASG TACTICAL U.S. MARKET FUND CLASS A) |
2.52%
Mar 2017 – Mar 2020 |
2.84%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMAX (ASG TACTICAL U.S. MARKET FUND CLASS A) |
14.26%
Sep 2015 – Sep 2018 |
9.31%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart