Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTDAX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS A SHARES) | 5.40% | 17.81% | 15.21% | 6.74% | 6.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTDAX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS A SHARES) | 09/25/2015 | 06/05/2026 |
| 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 (%) | -2.04 | 17.81 | 15.21 | 6.74 | 6.74 | NA | NA | … | … | 5.40 | 14.03 | 18.07 | 12.18 | -15.87 | 17.35 | 4.04 | 14.36 | -5.78 | 14.44 | -5.08 | -1.51 |
| Sharpe Ratio | NA | 1.45 | 0.90 | 0.37 | 0.43 | NA | NA | … | … | 0.99 | 0.64 | 1.17 | 1.13 | -2.95 | 1.49 | 0.21 | 1.63 | -0.48 | 1.96 | -0.54 | -0.82 |
| Standard Deviation(%) | NA | 10.43 | 13.32 | 11.42 | 12.16 | NA | NA | … | … | 10.69 | 17.67 | 12.33 | 7.59 | 5.88 | 11.60 | 18.13 | 7.88 | 15.09 | 7.06 | 9.78 | 6.90 |
| Draw Down(%) | NA | 5.91 | 18.12 | 18.12 | 18.12 | NA | NA | … | … | 5.29 | 18.12 | 8.38 | 4.78 | 16.93 | 4.19 | 17.70 | 6.43 | 14.54 | 3.69 | 7.11 | 2.79 |
| Yield(%) | 0.00 | 0.00 | 0.59 | 2.84 | 2.09 | 1.36 | 1.02 | … | … | 0.00 | 0.00 | 0.00 | 1.82 | 0.00 | 14.50 | 0.00 | 1.09 | 0.03 | 0.32 | 0.00 | 0.29 |
Data as of 06/05/2026, Common starting date is 09/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTDAX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS A SHARES) |
0.78%
Dec 2015 – Dec 2018 |
1.15%
Oct 2015 – Oct 2020 |
5.86%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTDAX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS A SHARES) |
16.60%
May 2023 – May 2026 |
11.06%
Oct 2020 – Oct 2025 |
7.21%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart