Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMCX (ASG TACTICAL U.S. MARKET FUND CLASS C) | NA | -3.40% | 3.00% | 5.90% | 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 |
|---|---|---|
| USMCX (ASG TACTICAL U.S. MARKET FUND CLASS C) | 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 (%) | -0.36 | -3.40 | 3.00 | 5.90 | NA | NA | NA | … | … | -26.80 | 22.43 | -4.81 | 24.37 | 3.39 | -3.79 | 11.25 | 9.24 |
| Sharpe Ratio | NA | -0.59 | -0.18 | 0.06 | NA | NA | NA | … | … | -0.84 | 1.69 | -0.31 | 2.97 | 0.38 | -0.27 | 0.76 | 3.13 |
| Standard Deviation(%) | NA | 34.84 | 24.19 | 19.46 | NA | NA | NA | … | … | 38.95 | 12.54 | 19.69 | 8.03 | 8.43 | 14.39 | 14.85 | 14.32 |
| Draw Down(%) | NA | 35.29 | 35.29 | 35.29 | NA | NA | NA | … | … | 35.29 | 7.20 | 17.90 | 3.42 | 5.11 | 11.95 | 10.13 | 2.68 |
| Yield(%) | 0.00 | 19.12 | 9.08 | 6.64 | 4.27 | 2.85 | 2.14 | … | … | 17.32 | 0.00 | 2.11 | 5.72 | 0.00 | 0.76 | 4.67 | 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 |
|---|---|---|---|---|
| USMCX (ASG TACTICAL U.S. MARKET FUND CLASS C) |
1.74%
Mar 2017 – Mar 2020 |
2.09%
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 |
|---|---|---|---|---|
| USMCX (ASG TACTICAL U.S. MARKET FUND CLASS C) |
13.40%
Sep 2015 – Sep 2018 |
8.48%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart