Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLSPX (SPECTRUM FUND RETAIL CLASS) | 8.82% | 25.29% | 17.03% | 9.84% | 9.48% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLSPX (SPECTRUM FUND RETAIL CLASS) | 01/06/2015 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 25.29 | 17.03 | 9.84 | 9.48 | NA | NA | … | … | 8.82 | 16.15 | 18.14 | 13.64 | -11.49 | 20.56 | -0.23 | 13.03 | -3.97 | 19.28 | 6.97 | 1.63 |
| Sharpe Ratio | NA | 1.90 | 1.03 | 0.58 | 0.60 | NA | NA | … | … | 1.29 | 0.87 | 1.12 | 1.00 | -1.14 | 1.62 | -0.02 | 1.14 | -0.41 | 2.62 | 0.61 | 0.13 |
| Standard Deviation(%) | NA | 12.39 | 13.49 | 12.48 | 13.24 | NA | NA | … | … | 14.16 | 15.30 | 13.00 | 10.09 | 11.33 | 12.69 | 21.65 | 10.16 | 13.16 | 7.14 | 11.00 | 12.73 |
| Draw Down(%) | NA | 8.73 | 16.25 | 16.25 | 27.07 | NA | NA | … | … | 8.73 | 16.23 | 8.71 | 9.17 | 15.58 | 5.56 | 27.07 | 6.40 | 11.99 | 3.46 | 7.81 | 10.33 |
| Yield(%) | 0.00 | 4.99 | 7.81 | 5.94 | 5.34 | 3.71 | 2.78 | … | … | 0.26 | 4.81 | 9.91 | 8.84 | 2.41 | 6.41 | 0.09 | 1.07 | 1.18 | 7.50 | 1.34 | 1.54 |
Data as of 06/09/2026, Common starting date is 01/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLSPX (SPECTRUM FUND RETAIL CLASS) |
-0.99%
Mar 2017 – Mar 2020 |
0.91%
Mar 2015 – Mar 2020 |
6.11%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLSPX (SPECTRUM FUND RETAIL CLASS) |
18.87%
May 2023 – May 2026 |
13.37%
Oct 2020 – Oct 2025 |
9.77%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart