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AlphaSimplex Tactical U.S. Market Fund Class Y (USMYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.630.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return4.30%
5-Year Average Return9.68%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)25.67%
Worst 1 Yr Total Return (Feb 3, 2019)-3.67%
Best 3-Yr Total Return25.67%
Worst 3-Yr Total Return5.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUSMYXCategory
YTD-14.56%12.38%
1-Month1.13%5.09%
3-Month10.54%10.28%
1-Year-5.07%41.70%
3-Year5.02%22.56%
5-Year5.23%21.98%
10-Year0.00%15.99%
Last Bull Market0.00%25.99%
Last Bear Market0.00%-17.29%

Annual Total Return (%) History

Year
USMYXCategory
2020
N/A35.86%
2019
23.34%31.90%
2018
-3.67%-2.09%
2017
25.67%27.67%
2016
4.41%3.23%
2015
-2.74%3.60%
2014
14.92%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-22.70%10.54%2.27%N/A
20197.39%3.37%0.75%10.28%
2018-1.76%3.78%8.53%-12.94%
20176.32%3.58%5.28%8.39%
2016-1.48%2.13%1.91%1.83%
20150.59%-0.18%-6.50%3.61%
20141.54%6.19%1.20%5.31%
201313.06%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month91
3-Month100
1-Year99
3-Year98
5-Year98

Load Adjusted Returns

1-Year-5.07%
3-Year5.02%
5-Year5.23%
10-YearN/A