Canada markets closed

AlphaSimplex Tactical U.S. Market Fund Class C (USMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
11.100.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return4.21%
5-Year Average Return8.59%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.37%
Worst 1 Yr Total Return (Feb 3, 2019)-4.55%
Best 3-Yr Total Return24.37%
Worst 3-Yr Total Return4.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUSMCXCategory
YTD-15.00%12.38%
1-Month1.02%5.09%
3-Month10.17%10.28%
1-Year-6.07%41.70%
3-Year3.96%22.56%
5-Year4.16%21.98%
10-Year0.00%15.99%
Last Bull Market0.00%25.99%
Last Bear Market0.00%-17.29%

Annual Total Return (%) History

Year
USMCXCategory
2020
N/A35.86%
2019
22.04%31.90%
2018
-4.55%-2.09%
2017
24.37%27.67%
2016
3.39%3.23%
2015
-3.79%3.60%
2014
13.88%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-22.85%10.17%1.99%N/A
20197.09%3.13%0.49%9.96%
2018-1.96%3.53%8.25%-13.12%
20176.13%3.27%4.96%8.12%
2016-1.69%1.91%1.60%1.58%
20150.26%-0.36%-6.70%3.22%
20141.27%6.04%0.95%5.04%
201312.76%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month92
3-Month100
1-Year100
3-Year99
5-Year99

Load Adjusted Returns

1-Year-6.98%
3-Year3.96%
5-Year4.16%
10-YearN/A