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Adaptive Tactical Rotation Fund Institutional Class (CTROX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.42+0.04 (+0.28%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return3.60%
5-year average return5.46%
Number of years up6
Number of years down2
Best 1-yr total return (3 Feb 2019)17.27%
Worst 1-yr total return (3 Feb 2019)-8.42%
Best 3-yr total return17.27%
Worst 3-yr total return1.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCTROXCategory
YTD17.56%9.69%
1-month7.02%0.97%
3-month5.15%5.21%
1-year27.51%27.45%
3-year7.25%8.85%
5-year7.10%8.56%
10-year0.00%5.61%
Last bull market0.00%10.63%
Last bear market0.00%-12.05%

Annual total return (%) history

Year
CTROXCategory
2021
N/AN/A
2020
0.88%9.83%
2019
13.83%14.61%
2018
-8.42%-7.70%
2017
16.90%12.63%
2016
6.32%5.99%
2015
-2.89%-5.93%
2014
11.88%2.41%
2013
17.27%8.62%
2012
N/A9.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.01%N/AN/AN/A
2020-19.76%9.83%3.51%10.58%
20197.57%-2.35%2.40%5.82%
2018-3.53%2.99%4.06%-11.42%
20174.52%3.04%3.03%5.35%
2016-0.53%1.88%1.32%3.56%
20151.60%-0.25%-7.48%3.56%
20142.06%5.80%-1.50%5.18%
20135.51%-0.66%5.54%6.02%
20122.04%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month70
3-month40
1-year51
3-year87
5-year63

Load adjusted returns

1-year24.81%
3-year4.89%
5-year7.06%
10-yearN/A