BTSIX vs. TUIFX
Compare and contrast key facts about BTS Managed Income Fund (BTSIX) and Toews Unconstrained Income Fund (TUIFX).
BTSIX is managed by BTS. It was launched on Dec 30, 2018. TUIFX is managed by Toews Funds. It was launched on Aug 27, 2013.
Performance
BTSIX vs. TUIFX - Performance Comparison
Loading graphics...
BTSIX vs. TUIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BTSIX BTS Managed Income Fund | -0.81% | 5.68% | 4.37% | 5.65% | -12.34% | -1.14% | 8.63% | 4.06% |
TUIFX Toews Unconstrained Income Fund | 0.20% | 3.55% | 4.53% | 3.08% | -4.36% | -0.20% | 2.58% | 6.85% |
Returns By Period
In the year-to-date period, BTSIX achieves a -0.81% return, which is significantly lower than TUIFX's 0.20% return.
BTSIX
- 1D
- 0.03%
- 1M
- -2.55%
- YTD
- -0.81%
- 6M
- 0.38%
- 1Y
- 4.27%
- 3Y*
- 4.37%
- 5Y*
- 0.37%
- 10Y*
- —
TUIFX
- 1D
- -0.02%
- 1M
- -0.56%
- YTD
- 0.20%
- 6M
- 0.40%
- 1Y
- 3.55%
- 3Y*
- 3.62%
- 5Y*
- 1.48%
- 10Y*
- 2.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BTSIX vs. TUIFX - Expense Ratio Comparison
BTSIX has a 1.50% expense ratio, which is higher than TUIFX's 1.25% expense ratio.
Return for Risk
BTSIX vs. TUIFX — Risk / Return Rank
BTSIX
TUIFX
BTSIX vs. TUIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BTS Managed Income Fund (BTSIX) and Toews Unconstrained Income Fund (TUIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BTSIX | TUIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.64 | -0.72 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.47 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 4.19 | -3.19 |
Martin ratioReturn relative to average drawdown | 4.46 | 9.95 | -5.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BTSIX | TUIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.64 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.57 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.76 | -0.43 |
Correlation
The correlation between BTSIX and TUIFX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BTSIX vs. TUIFX - Dividend Comparison
BTSIX's dividend yield for the trailing twelve months is around 5.72%, more than TUIFX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTSIX BTS Managed Income Fund | 5.72% | 5.62% | 2.59% | 2.51% | 2.59% | 1.37% | 1.34% | 2.01% | 0.00% | 0.00% | 0.00% | 0.00% |
TUIFX Toews Unconstrained Income Fund | 4.19% | 4.17% | 4.68% | 4.09% | 1.05% | 2.13% | 1.33% | 2.44% | 2.05% | 4.34% | 2.29% | 1.19% |
Drawdowns
BTSIX vs. TUIFX - Drawdown Comparison
The maximum BTSIX drawdown since its inception was -16.28%, which is greater than TUIFX's maximum drawdown of -7.37%. Use the drawdown chart below to compare losses from any high point for BTSIX and TUIFX.
Loading graphics...
Drawdown Indicators
| BTSIX | TUIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.28% | -7.37% | -8.91% |
Max Drawdown (1Y)Largest decline over 1 year | -4.18% | -0.87% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -16.28% | -7.37% | -8.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -7.37% | — |
Current DrawdownCurrent decline from peak | -2.55% | -0.67% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -2.10% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.37% | +0.57% |
Volatility
BTSIX vs. TUIFX - Volatility Comparison
BTS Managed Income Fund (BTSIX) has a higher volatility of 1.45% compared to Toews Unconstrained Income Fund (TUIFX) at 0.47%. This indicates that BTSIX's price experiences larger fluctuations and is considered to be riskier than TUIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BTSIX | TUIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 0.47% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 1.25% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.92% | 2.17% | +2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 2.62% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.29% | 2.70% | +2.59% |