SFHYX vs. OTRFX
Compare and contrast key facts about Hundredfold Select Alternative Fund (SFHYX) and OnTrack Core Fund (OTRFX).
SFHYX is managed by Advisors Preferred. It was launched on Aug 31, 2004. OTRFX is managed by Advisors Preferred. It was launched on Jan 14, 2013.
Performance
SFHYX vs. OTRFX - Performance Comparison
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SFHYX vs. OTRFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFHYX Hundredfold Select Alternative Fund | -1.07% | 10.99% | 2.78% | 9.94% | -10.31% | 8.05% | 37.42% | 9.31% | -2.80% | 8.95% |
OTRFX OnTrack Core Fund | 3.17% | 6.12% | -0.12% | 5.37% | -5.82% | 3.94% | 29.03% | 6.86% | -4.70% | 6.49% |
Returns By Period
In the year-to-date period, SFHYX achieves a -1.07% return, which is significantly lower than OTRFX's 3.17% return. Over the past 10 years, SFHYX has outperformed OTRFX with an annualized return of 7.42%, while OTRFX has yielded a comparatively lower 5.69% annualized return.
SFHYX
- 1D
- 0.09%
- 1M
- -2.64%
- YTD
- -1.07%
- 6M
- 1.65%
- 1Y
- 9.31%
- 3Y*
- 7.47%
- 5Y*
- 2.91%
- 10Y*
- 7.42%
OTRFX
- 1D
- 0.02%
- 1M
- -1.17%
- YTD
- 3.17%
- 6M
- 4.89%
- 1Y
- 9.57%
- 3Y*
- 5.35%
- 5Y*
- 1.88%
- 10Y*
- 5.69%
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SFHYX vs. OTRFX - Expense Ratio Comparison
SFHYX has a 2.45% expense ratio, which is lower than OTRFX's 2.58% expense ratio.
Return for Risk
SFHYX vs. OTRFX — Risk / Return Rank
SFHYX
OTRFX
SFHYX vs. OTRFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hundredfold Select Alternative Fund (SFHYX) and OnTrack Core Fund (OTRFX). 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.
| SFHYX | OTRFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 2.21 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.88 | 3.01 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.51 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 3.10 | -0.64 |
Martin ratioReturn relative to average drawdown | 8.60 | 8.82 | -0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFHYX | OTRFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.21 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.62 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.19 | 1.55 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 1.24 | +0.01 |
Correlation
The correlation between SFHYX and OTRFX is 0.53, 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
SFHYX vs. OTRFX - Dividend Comparison
SFHYX's dividend yield for the trailing twelve months is around 9.65%, less than OTRFX's 12.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFHYX Hundredfold Select Alternative Fund | 9.65% | 9.54% | 5.68% | 4.62% | 4.19% | 10.21% | 13.57% | 4.95% | 2.55% | 10.24% | 4.93% | 0.71% |
OTRFX OnTrack Core Fund | 12.64% | 13.04% | 8.01% | 0.14% | 1.39% | 7.10% | 2.36% | 1.38% | 7.15% | 2.69% | 7.05% | 6.15% |
Drawdowns
SFHYX vs. OTRFX - Drawdown Comparison
The maximum SFHYX drawdown since its inception was -17.34%, which is greater than OTRFX's maximum drawdown of -9.73%. Use the drawdown chart below to compare losses from any high point for SFHYX and OTRFX.
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Drawdown Indicators
| SFHYX | OTRFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.34% | -9.73% | -7.61% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -3.02% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -14.37% | -9.51% | -4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -14.37% | -9.51% | -4.86% |
Current DrawdownCurrent decline from peak | -3.66% | -2.87% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -2.75% | -2.98% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 1.06% | +0.01% |
Volatility
SFHYX vs. OTRFX - Volatility Comparison
Hundredfold Select Alternative Fund (SFHYX) has a higher volatility of 1.71% compared to OnTrack Core Fund (OTRFX) at 1.36%. This indicates that SFHYX's price experiences larger fluctuations and is considered to be riskier than OTRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFHYX | OTRFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.71% | 1.36% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 3.90% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.33% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 3.06% | +3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.27% | 3.68% | +2.59% |