Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUNBX (Spectrum Unconstrained Fund Investor Class Shares) | 0.40% | 6.70% | 6.04% | 2.99% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUNBX (Spectrum Unconstrained Fund Investor Class Shares) | 04/20/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 6.70 | 6.04 | 2.99 | NA | NA | NA | … | … | 0.40 | 8.31 | 1.36 | 10.84 | -8.50 | 6.01 |
| Sharpe Ratio | NA | 1.32 | 0.75 | 0.20 | NA | NA | NA | … | … | 0.45 | 1.55 | -0.56 | 1.15 | -1.70 | 2.24 |
| Standard Deviation(%) | NA | 4.17 | 4.64 | 4.96 | NA | NA | NA | … | … | 5.04 | 3.51 | 4.03 | 6.30 | 5.85 | 3.83 |
| Draw Down(%) | NA | 3.84 | 3.84 | 9.55 | NA | NA | NA | … | … | 3.84 | 2.00 | 2.19 | 6.39 | 9.22 | 2.19 |
| Yield(%) | 0.00 | 2.93 | 2.98 | 3.40 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 2.99 | 3.70 | 3.03 | 0.00 | 8.33 |
Data as of 06/10/2026, Common starting date is 04/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNBX (Spectrum Unconstrained Fund Investor Class Shares) |
0.92%
Dec 2021 – Dec 2024 |
3.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNBX (Spectrum Unconstrained Fund Investor Class Shares) |
6.76%
Dec 2022 – Dec 2025 |
3.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart