Northern Lights Fund Trust III (HYTR) Performance
HYTR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.5% since Dec 31, 2025
- 1 year
- +0.6% total return
- 5 years
- +1.8% a year
- Since first price
- +1.5% a year since 2020
HYTR trailing returns vs SPY, QQQ, AGG
| Period | HYTR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −0.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.6% | −1.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.6% | −3.3% | +7.8% | +8.4% | −1.5% |
| YTD | −0.5% | −4.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +0.6% | −4.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +20.9%+6.5%/yr | +2.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +9.4%+1.8%/yr | −13.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJan 22, 2020 | +10.5%+1.5%/yr | −17.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: HYTR vs SPY
From Jan 22, 2020: HYTR grew to $11,053, SPY to $25,225.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HYTR returns by calendar year
4 of 5 full years positive. Best 2023 (+8.3%), worst 2022 (−11.3%). 2026 is year to date.
HYTR annual returns table
| Year | HYTR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −0.5% | −2.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.0% | −4.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.2% | −2.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +8.3% | −4.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −11.3% | −12.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +2.7% | −2.0% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
HYTR largest drawdowns
Now 1.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 16, 2021 | −13.2% | Oct 20, 2022 | Aug 14, 2024 | 1.1 years | 2.9 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
HYTR risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +5.9% | +1.6% | +1.6% |
| Volatility (annualized) | 4.6% | 5.4% | 5.4% |
| Sharpe ratio | 0.33 | -0.35 | -0.18 |
| Sortino ratio | 0.49 | -0.45 | -0.25 |
| Best month | +3.6% | +3.6% | +3.6% |
| Worst month | −2.2% | −3.2% | −3.2% |
| Best 12 months | +14.1% | +14.1% | +14.1% |
| Worst 12 months | +0.5% | −11.4% | −11.4% |
| Positive months | 72% | 60% | 59% |
| Beta vs S&P 500 | 0.27 | 0.24 | — |
| Correlation with S&P 500 | 0.72 | 0.70 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
HYTR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 70 | −11.4% | +4.4% | +14.1% | 74% |
| 3-year (a year) | 46 | −2.4% | +1.4% | +7.2% | 63% |
| 5-year (a year) | 22 | +1.4% | +2.2% | +3.2% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
HYTR performance overview
Northern Lights Fund Trust III (HYTR) returned +0.6% over the past year and +1.8% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +1.5% a year, turning $10,000 into about $11,053. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.2%, from Sep 16, 2021 to Oct 20, 2022, and it took 1.8 years to get back to the old high. HYTR finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+8.3%) and the worst 2022 (−11.3%). Volatility has been 5.4% a year.
Related: HYTR chart, HYTR dividends. See the HYTR overview for the latest quote and fund facts.
HYTR performance FAQ
What is the HYTR return over the past year?
HYTR returned +0.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.7%.
What is the average annual return of HYTR?
HYTR has returned +1.8% a year over 5 years, +1.5% a year since January 22, 2020 (total return, distributions reinvested).
How much would $10,000 invested in HYTR be worth?
$10,000 invested in HYTR at its first recorded close on January 22, 2020 would be worth about $11,053 on October 23, 2026 with distributions reinvested.
What was the worst year for HYTR?
The worst calendar year was 2022, with a total return of −11.3%. The best was 2023 at +8.3%.
What is the biggest drawdown of HYTR?
The largest peak-to-trough decline was −13.2% between September 16, 2021 and October 20, 2022. It recovered to the old high on August 14, 2024, 1.8 years after the bottom.
How volatile is HYTR?
Over the past 3 years HYTR had an annualized volatility of 4.6% and a Sharpe ratio of 0.33 (excess return over 1–3 month T-bills per unit of risk).