(As of 8/31/2022)

Adaptive ETF Global Tactical Fund Series O

(Global Equity)
Inception Return
(2/5/2020)
6.31 %
YTD Return -13.81 %
NAVPS
(9/23/2022)
$9.49
Change - / -
Growth of $10,000 (As of August 31, 2022)
MER -
Assets ($mil) $27.71
Rank (1Yr) 37/64
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status
 
Objective
The objective of the Fund is to provide long-term growth of capital through investments in a globally diversified portfolio, primarily consisting of exchange traded funds. The fund also aims to provide superior downside protection during periods of market stress.
Fund Manager

Bellwether Investment Management

Portfolio Manager

Jeff Black, Bellwether Investment Management

Jeff Palles, Bellwether Investment Management

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.18 -4.50 -7.79 -13.81 -12.33 -    -    -   
Benchmark -1.33 -2.08 -8.33 -14.93 -12.94 7.46 7.85 12.06
Quartile Ranking 4 3 3 3 3 - - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 19.72 -      -      -      -      -      -      -      -      -     
Benchmark 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73
Quartile Ranking 1 - - - - - - - - -

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