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TTIFX vs. HSTRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TTIFX vs. HSTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs TacticalTiltOverlayFund (TTIFX) and Hussman Strategic Total Return Fund (HSTRX). The values are adjusted to include any dividend payments, if applicable.

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TTIFX vs. HSTRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TTIFX
Goldman Sachs TacticalTiltOverlayFund
-0.19%6.79%-2.91%6.04%0.93%8.25%5.13%4.99%-2.45%0.84%
HSTRX
Hussman Strategic Total Return Fund
3.20%20.33%6.06%6.04%-6.23%1.21%11.45%11.42%1.48%0.37%

Returns By Period

In the year-to-date period, TTIFX achieves a -0.19% return, which is significantly lower than HSTRX's 3.20% return.


TTIFX

1D
0.28%
1M
-1.83%
YTD
-0.19%
6M
1.87%
1Y
4.97%
3Y*
2.51%
5Y*
2.75%
10Y*

HSTRX

1D
0.40%
1M
-1.97%
YTD
3.20%
6M
5.15%
1Y
17.13%
3Y*
10.52%
5Y*
6.20%
10Y*
5.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TTIFX vs. HSTRX - Expense Ratio Comparison

TTIFX has a 0.68% expense ratio, which is lower than HSTRX's 0.75% expense ratio.


Return for Risk

TTIFX vs. HSTRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TTIFX
TTIFX Risk / Return Rank: 7676
Overall Rank
TTIFX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
TTIFX Sortino Ratio Rank: 7575
Sortino Ratio Rank
TTIFX Omega Ratio Rank: 8383
Omega Ratio Rank
TTIFX Calmar Ratio Rank: 7272
Calmar Ratio Rank
TTIFX Martin Ratio Rank: 7474
Martin Ratio Rank

HSTRX
HSTRX Risk / Return Rank: 9797
Overall Rank
HSTRX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
HSTRX Sortino Ratio Rank: 9696
Sortino Ratio Rank
HSTRX Omega Ratio Rank: 9595
Omega Ratio Rank
HSTRX Calmar Ratio Rank: 9898
Calmar Ratio Rank
HSTRX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TTIFX vs. HSTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs TacticalTiltOverlayFund (TTIFX) and Hussman Strategic Total Return Fund (HSTRX). 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.


TTIFXHSTRXDifference

Sharpe ratio

Return per unit of total volatility

1.32

2.55

-1.23

Sortino ratio

Return per unit of downside risk

1.86

3.54

-1.68

Omega ratio

Gain probability vs. loss probability

1.34

1.52

-0.18

Calmar ratio

Return relative to maximum drawdown

1.66

5.41

-3.75

Martin ratio

Return relative to average drawdown

7.02

19.66

-12.64

TTIFX vs. HSTRX - Sharpe Ratio Comparison

The current TTIFX Sharpe Ratio is 1.32, which is lower than the HSTRX Sharpe Ratio of 2.55. The chart below compares the historical Sharpe Ratios of TTIFX and HSTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TTIFXHSTRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

2.55

-1.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.97

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.86

-0.36

Correlation

The correlation between TTIFX and HSTRX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TTIFX vs. HSTRX - Dividend Comparison

TTIFX's dividend yield for the trailing twelve months is around 3.01%, more than HSTRX's 1.98% yield.


TTM20252024202320222021202020192018201720162015
TTIFX
Goldman Sachs TacticalTiltOverlayFund
3.01%3.01%0.00%5.33%0.84%2.02%4.71%1.09%0.00%0.94%0.00%0.00%
HSTRX
Hussman Strategic Total Return Fund
1.98%2.25%2.91%2.54%2.15%1.33%0.52%1.29%1.20%0.37%0.25%0.42%

Drawdowns

TTIFX vs. HSTRX - Drawdown Comparison

The maximum TTIFX drawdown since its inception was -13.21%, roughly equal to the maximum HSTRX drawdown of -13.53%. Use the drawdown chart below to compare losses from any high point for TTIFX and HSTRX.


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Drawdown Indicators


TTIFXHSTRXDifference

Max Drawdown

Largest peak-to-trough decline

-13.21%

-13.53%

+0.32%

Max Drawdown (1Y)

Largest decline over 1 year

-2.66%

-3.14%

+0.48%

Max Drawdown (5Y)

Largest decline over 5 years

-9.04%

-13.53%

+4.49%

Max Drawdown (10Y)

Largest decline over 10 years

-13.53%

Current Drawdown

Current decline from peak

-2.10%

-1.97%

-0.13%

Average Drawdown

Average peak-to-trough decline

-2.15%

-2.70%

+0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.65%

0.87%

-0.22%

Volatility

TTIFX vs. HSTRX - Volatility Comparison

The current volatility for Goldman Sachs TacticalTiltOverlayFund (TTIFX) is 1.05%, while Hussman Strategic Total Return Fund (HSTRX) has a volatility of 1.22%. This indicates that TTIFX experiences smaller price fluctuations and is considered to be less risky than HSTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TTIFXHSTRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.05%

1.22%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

1.80%

3.21%

-1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

4.39%

6.62%

-2.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.91%

6.46%

-0.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.93%

5.96%

-0.03%