Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTDCX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS C SHARES) | 6.99% | 17.58% | 13.96% | 6.36% | 6.44% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTDCX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS C SHARES) | 09/25/2015 | 06/16/2026 |
| 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 (%) | 1.64 | 17.58 | 13.96 | 6.36 | 6.44 | NA | NA | … | … | 6.99 | 13.20 | 17.17 | 11.23 | -16.48 | 16.45 | 3.26 | 14.13 | -6.50 | 13.70 | -5.66 | -1.67 |
| Sharpe Ratio | NA | 1.33 | 0.82 | 0.31 | 0.38 | NA | NA | … | … | 1.10 | 0.60 | 1.10 | 1.01 | -3.03 | 1.43 | 0.17 | 1.61 | -0.52 | 1.91 | -0.60 | -0.89 |
| Standard Deviation(%) | NA | 10.59 | 13.38 | 11.46 | 12.16 | NA | NA | … | … | 10.96 | 17.66 | 12.36 | 7.57 | 5.92 | 11.49 | 18.17 | 7.87 | 15.15 | 6.86 | 9.85 | 6.93 |
| Draw Down(%) | NA | 5.95 | 18.23 | 18.23 | 18.23 | NA | NA | … | … | 5.37 | 18.23 | 8.46 | 4.99 | 17.52 | 4.19 | 17.84 | 6.72 | 14.69 | 3.65 | 7.64 | 3.09 |
| Yield(%) | 0.00 | 0.00 | 0.37 | 2.85 | 2.12 | 1.35 | 1.01 | … | … | 0.00 | 0.00 | 0.00 | 1.16 | 0.00 | 15.09 | 0.00 | 1.27 | 0.00 | 0.00 | 0.67 | 0.33 |
Data as of 06/16/2026, 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 |
|---|---|---|---|---|
| HTDCX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS C SHARES) |
0.10%
Dec 2015 – Dec 2018 |
0.55%
Oct 2015 – Oct 2020 |
5.15%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTDCX (HANLON TACTICAL DIVIDEND AND MOMENTUM FUND HANLON TACTICAL DIVIDEND AND MOMENTUM FUND CLASS C SHARES) |
15.72%
May 2023 – May 2026 |
10.21%
Oct 2020 – Oct 2025 |
6.47%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart