Nasdaq - Delayed Quote USD

Astor Sector Allocation I (STARX)

16.64 +0.04 (+0.24%)
As of 8:06 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 16.27%
5y Average Return 9.10%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Nov 6, 2024) 23.18%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 23.18%
Worst 3Y Total Return 3.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STARX
Category
YTD
12.37%
9.69%
1-Month
-0.24%
0.97%
3-Month
4.26%
5.21%
1-Year
20.99%
27.45%
3-Year
3.58%
8.85%
5-Year
8.55%
8.56%
10-Year
6.67%
5.61%
Last Bull Market
13.70%
10.63%
Last Bear Market
-10.51%
-12.05%

Annual Total Return (%) History

Year
STARX
Category
2024
--
--
2023
9.33%
--
2022
-12.72%
--
2021
23.18%
--
2020
9.13%
9.83%
2019
22.54%
14.61%
2018
-10.59%
-7.70%
2017
16.44%
12.63%

2016
6.85%
5.99%
2015
-5.28%
-5.93%
2014
--
2.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.60% 0.25% 6.41% --
2023 2.82% 1.11% -0.59% 5.79%
2022 -5.61% -10.51% -1.40% 4.79%
2021 4.53% 7.77% -0.99% 10.44%
2020 -15.22% 11.49% 1.28% 13.99%
2019 13.32% 2.77% -0.39% 5.63%
2018 -0.28% 2.16% 4.73% -16.19%
2017 3.73% 2.15% 3.95% 5.72%
2016 -1.89% 1.57% 3.23% 3.87%
2015 2.90% -1.22% -9.33% 2.77%

2014 4.46% -3.53% 4.99% --

Rank in Category (By Total Return)

YTD 28
1-Month 14
3-Month 3
1-Year 42
3-Year 21
5-Year 17

Load Adjusted Returns

1-Year 20.99%
3-Year 3.58%
5-Year 8.55%
10-Year 6.67%

Performance & Risk

YTD Return 16.27%
5y Average Return 9.10%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Astor
Net Assets 18.21M
YTD Return 12.37%
Yield 0.95%
Morningstar Rating
Inception Date Nov 30, 2011

Fund Summary

The fund invests predominantly in exchange-traded funds ("ETFs") that each invest primarily in (1) equity securities, (2) fixed-income securities, or (3) cash equivalents. It defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. The managers define fixed-income securities to include ETFs that invest primarily in fixed-income securities, such as bonds, notes and debentures. It invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.

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