Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Six Core Asset High Income CEFs Tactical Asset Allocation Moderate | -3.29% | 11.73% | 8.18% | 1.55% | 5.10% | 4.01% | 7.69% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Six Core Asset High Income CEFs Tactical Asset Allocation Moderate | 12/31/2000 | 06/10/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 11.73 | 8.18 | 1.55 | 5.10 | 4.01 | 7.69 | … | … | -3.29 | 11.88 | 12.39 | 4.08 | -21.87 | 11.02 | -5.84 | 32.94 | -7.01 | 22.66 | 8.32 | -9.33 | 7.62 | 9.83 | 7.55 | -0.93 | 22.90 | 61.10 | -6.25 | 9.28 | 17.73 | 7.33 | 1.92 | 40.14 | 9.61 | 9.05 |
| Sharpe Ratio | NA | 1.55 | 0.73 | -0.06 | 0.32 | NA | NA | … | … | 0.39 | 0.70 | 0.85 | 0.04 | -1.73 | 0.88 | -0.28 | 3.82 | -0.63 | 2.73 | 0.80 | -1.04 | 0.82 | 0.86 | 0.62 | -0.05 | 1.06 | 2.93 | -0.42 | 0.35 | 1.13 | 0.43 | 0.07 | 3.73 | 0.64 | 0.37 |
| Standard Deviation(%) | NA | 12.38 | 12.27 | 12.59 | 13.12 | NA | NA | … | … | 16.32 | 12.87 | 10.34 | 11.34 | 13.49 | 12.49 | 21.94 | 8.24 | 13.41 | 8.07 | 10.13 | 9.02 | 9.31 | 11.36 | 12.03 | 18.40 | 21.47 | 20.80 | 17.31 | 17.56 | 12.68 | 11.92 | 14.02 | 10.57 | 13.29 | 17.86 |
| Draw Down(%) | NA | 14.05 | 17.90 | 28.44 | 36.48 | NA | NA | … | … | 14.05 | 17.90 | 7.59 | 14.68 | 24.43 | 9.34 | 36.48 | 3.89 | 18.22 | 4.83 | 10.98 | 17.01 | 7.30 | 14.33 | 10.72 | 20.95 | 16.88 | 7.85 | 27.43 | 18.20 | 11.39 | 10.36 | 23.98 | 7.39 | 16.21 | 15.70 |
| Yield(%) | NA | 10.15 | 8.32 | 7.66 | 7.62 | NA | NA | … | … | NA | NA | 3.77 | 8.61 | 6.73 | 6.35 | 4.77 | 9.22 | 6.99 | 6.97 | 7.72 | 7.62 | 9.96 | 7.52 | 7.49 | 7.19 | 8.30 | 9.29 | 5.11 | 10.57 | 7.68 | 9.58 | 5.27 | 10.78 | 8.72 | 9.48 |
Data as of 03/31/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset High Income CEFs Tactical Asset Allocation Moderate |
-6.52%
Dec 2019 – Dec 2022 |
-1.71%
Sep 2018 – Sep 2023 |
2.49%
Oct 2013 – Oct 2023 |
4.01%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Six Core Asset High Income CEFs Tactical Asset Allocation Moderate |
29.78%
Oct 2008 – Oct 2011 |
20.68%
Oct 2008 – Oct 2013 |
16.80%
Apr 2001 – Apr 2011 |
12.39%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart