Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFSDX (First Tr High Incm Long/Short Fd) | NA | 9.53% | 0.13% | 2.71% | 1.12% | NA | NA | … | … |
Data as of 07/19/2024, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFSDX (First Tr High Incm Long/Short Fd) | 10/04/2010 | 07/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 9.53 | 0.13 | 2.71 | 1.12 | NA | NA | … | … | 2.76 | 13.62 | -14.87 | 5.59 | 4.56 | 15.80 | -7.78 | 3.87 | 7.92 | -11.89 | 1.54 | 8.73 | 15.07 | -12.40 | 1.83 |
| Sharpe Ratio | NA | 1.07 | -0.35 | 0.12 | 0.00 | NA | NA | … | … | 0.37 | 1.43 | -1.76 | 1.78 | 0.29 | 3.56 | -2.43 | 1.02 | 1.33 | -2.54 | 0.38 | 2.32 | 3.29 | -1.44 | 1.83 |
| Standard Deviation(%) | NA | 5.33 | 6.93 | 8.61 | 6.90 | NA | NA | … | … | 3.90 | 6.61 | 9.25 | 3.13 | 14.68 | 4.04 | 3.76 | 3.18 | 5.79 | 4.70 | 4.05 | 3.76 | 4.61 | 8.65 | 4.15 |
| Draw Down(%) | NA | 4.92 | 18.82 | 27.22 | 27.22 | NA | NA | … | … | 2.17 | 5.37 | 18.77 | 2.66 | 27.22 | 2.31 | 9.11 | 2.96 | 5.36 | 14.92 | 7.55 | 5.83 | 5.67 | 21.98 | 3.92 |
| Yield(%) | 0.00 | 9.55 | 7.53 | 7.31 | 4.35 | 3.83 | 2.87 | … | … | 5.36 | 10.05 | 7.85 | 7.95 | 7.51 | 5.81 | 5.31 | 2.16 | 0.00 | 0.57 | 6.09 | 7.09 | 1.35 | 0.00 | 0.00 |
Data as of 07/19/2024, Common starting date is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFSDX (First Tr High Incm Long/Short Fd) |
-3.44%
Mar 2017 – Mar 2020 |
-2.77%
Mar 2015 – Mar 2020 |
0.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFSDX (First Tr High Incm Long/Short Fd) |
10.04%
Sep 2011 – Sep 2014 |
5.03%
Feb 2016 – Feb 2021 |
4.28%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart