OTC Markets OTCPK - Delayed Quote USD

Tm Fulcrum Dcar Usd C Acc Hedged (0P0001A226)

139.14 +0.08 (+0.06%)
At close: August 30 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.79%
5y Average Return 5.26%
Number of Years Up 6
Number of Years Down 1
Best 1Y Total Return (Aug 29, 2024) 8.64%
Worst 1Y Total Return (Aug 29, 2024) --
Best 3Y Total Return 8.64%
Worst 3Y Total Return 2.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001A226
Category
YTD
6.21%
0.00%
1-Month
-1.15%
0.00%
3-Month
2.71%
0.00%
1-Year
8.65%
0.00%
3-Year
5.18%
0.00%
5-Year
5.31%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001A226
Category
2024
--
--
2023
0.90%
--
2022
8.64%
--
2021
2.11%
--
2020
6.42%
--
2019
6.21%
--
2018
-1.35%
--
2017
2.95%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.51% 1.84% -- --
2023 -2.33% -0.17% 1.18% 2.28%
2022 8.01% -0.73% 2.36% -1.01%
2021 1.18% 2.26% -1.88% 0.58%
2020 1.62% -0.11% 1.83% 2.95%
2019 3.79% -0.33% -0.61% 3.30%
2018 0.48% 0.12% 1.92% -3.79%
2017 0.08% -0.06% 1.25% 1.66%

Rank in Category (By Total Return)

YTD 14
1-Month 89
3-Month 29
1-Year 22
3-Year 35
5-Year 28

Load Adjusted Returns

1-Year 3.21%
3-Year 3.40%
5-Year 4.23%
10-Year --

Performance & Risk

YTD Return 5.79%
5y Average Return 5.26%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family TUTMAN LLP
Net Assets --
YTD Return 6.21%
Yield 0.52%
Morningstar Rating
Inception Date Nov 09, 2015

Fund Summary

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