- ISIN
- US00771F6815
- CUSIP
- 00771F681
- Issuer
- Advisors Preferred
- Inception Date
- Aug 31, 2004
- Category
- Tactical Allocation
- Min. Investment
- $5,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SFHYX Performance Chart
Hundredfold Select Alternative Fund (SFHYX) is up 1.2% since the beginning of the year. SFHYX is currently trading at $23 per share. Investors who bought $1,000 worth of SFHYX shares 5 years ago would now be looking at an investment worth $1,124.
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Returns By Period
Hundredfold Select Alternative Fund (SFHYX) has returned 1.21% so far this year and 9.07% over the past 12 months. Over the last ten years, SFHYX has returned 7.31% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Hundredfold Select Alternative Fund
- 1D
- 0.31%
- 1M
- 0.04%
- YTD
- 1.21%
- 6M
- 1.18%
- 1Y
- 9.07%
- 3Y*
- 8.07%
- 5Y*
- 2.36%
- 10Y*
- 7.31%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SFHYX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2005, SFHYX's average daily return is +0.02%, while the average monthly return is +0.53%. At this rate, an investment would double in approximately 10.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +7.5%, while the worst month was Feb 2023 at -3.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SFHYX closed higher 50% of trading days. The best single day was Dec 28, 2023 with a return of +3.6%, while the worst single day was Dec 29, 2023 at -4.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.98% | 1.46% | -3.45% | 1.67% | 1.02% | -0.40% | 1.21% | ||||||
| 2025 | 0.41% | 0.95% | -0.94% | 0.32% | 1.80% | 2.25% | -0.56% | 1.48% | 1.84% | 1.15% | 0.30% | 1.53% | 10.99% |
| 2024 | -1.23% | 0.94% | 1.33% | -2.40% | -0.31% | 1.39% | 2.07% | 0.00% | 2.39% | -1.72% | 2.24% | -1.79% | 2.78% |
| 2023 | 4.17% | -3.51% | -0.55% | -1.02% | -0.09% | 0.84% | 2.76% | -1.22% | -1.19% | 0.15% | 4.35% | 5.23% | 9.94% |
| 2022 | 0.04% | -0.28% | -0.04% | -3.36% | -1.86% | -1.64% | 2.06% | -2.94% | -1.25% | -0.97% | 1.58% | -2.01% | -10.31% |
| 2021 | 0.66% | 3.07% | -0.11% | 3.89% | 1.49% | 0.57% | -2.53% | 0.51% | -1.09% | 1.39% | -0.23% | 0.31% | 8.05% |
Benchmark Metrics
Hundredfold Select Alternative Fund has an annualized alpha of 4.98%, beta of 0.14, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since January 03, 2005.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (34.41%) than losses (24.93%) - typical of diversified or defensive assets.
- Beta of 0.14 may look defensive, but with R2 of 0.27 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.27 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.98%
- Beta
- 0.14
- R²
- 0.27
- Upside Capture
- 34.41%
- Downside Capture
- 24.93%
Expense Ratio
SFHYX has a high expense ratio of 2.45%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SFHYX ranks 44 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Hundredfold Select Alternative Fund (SFHYX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SFHYX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.78 | -0.37 |
| Martin ratioReturn relative to average drawdown | 6.46 | 12.44 | -5.98 |
Dividends
Dividend History
Hundredfold Select Alternative Fund provided a 9.43% dividend yield over the last twelve months, with an annual payout of $2.13 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.13 | $2.13 | $1.25 | $1.05 | $0.91 | $2.56 | $3.47 | $1.06 | $0.52 | $2.22 | $1.08 | $0.15 |
Dividend yield | 9.43% | 9.54% | 5.68% | 4.62% | 4.19% | 10.21% | 13.57% | 4.95% | 2.55% | 10.24% | 4.93% | 0.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Hundredfold Select Alternative Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $1.69 | $2.13 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.37 | $0.00 | $0.78 | $1.25 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.20 | $0.00 | $0.82 | $1.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.39 | $0.91 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $2.16 | $0.39 | $2.56 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Hundredfold Select Alternative Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hundredfold Select Alternative Fund was 17.34%, occurring on Feb 25, 2009. Recovery took 108 trading sessions.
The current Hundredfold Select Alternative Fund drawdown is 1.44%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -17.34%Feb 2009 | 1y 4mo | 5mo 5d | 1y 9moOct 2007 - Jul 2009 |
2023 correction2023 | -14.37%May 2023 | 1y 11mo | 1y 4mo | 3y 3moJun 2021 - Sep 2024 |
Rate-hike selloffLate 2018 | -6.18%Dec 2018 | 10mo 26d | 3mo | 1y 1moJan 2018 - Mar 2019 |
2016 pullback2016 | -5.37%Feb 2016 | 10mo 1d | 2mo 8d | 1y 4dApr 2015 - Apr 2016 |
2020 pullback2020 | -4.33%Sep 2020 | 21d | 15d | 1mo 6dSep 2020 - Oct 2020 |
Drawdown Indicators
| SFHYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.34% | -56.78% | +39.44% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -9.10% | +5.35% |
Max Drawdown (3Y)Largest decline over 3 years | -5.80% | -18.90% | +13.10% |
Max Drawdown (5Y)Largest decline over 5 years | -13.71% | -25.43% | +11.72% |
Max Drawdown (10Y)Largest decline over 10 years | -14.37% | -33.92% | +19.55% |
Current DrawdownCurrent decline from peak | -1.44% | -1.80% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -2.74% | -10.71% | +7.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.03% | -0.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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