Nasdaq - Delayed Quote USD
Longboard I (LONGX)
14.09
+0.01
+(0.07%)
At close: May 1 at 6:46:57 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.54% |
| 5y Average Return | 6.55% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 29, 2025) | 27.70% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 27.70% |
| Worst 3Y Total Return | 1.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LONGX
Category
- YTD
- -2.03%
- 6.64%
- 1-Month
- -3.28%
- 1.03%
- 3-Month
- -2.03%
- 3.58%
- 1-Year
- 2.70%
- 16.67%
- 3-Year
- 2.91%
- 6.96%
- 5-Year
- 8.75%
- 6.01%
- 10-Year
- 6.96%
- 4.42%
- Last Bull Market
- 17.56%
- 12.48%
- Last Bear Market
- -8.70%
- -10.95%
Annual Total Return (%) History
Year
LONGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.03% | -- | -- | -- |
| 2024 | 9.66% | -2.27% | 6.69% | 0.54% |
| 2023 | -2.02% | 3.80% | -3.71% | 7.81% |
| 2022 | -5.33% | -8.70% | -3.29% | 3.81% |
| 2021 | 4.30% | 3.31% | -0.46% | 6.18% |
| 2020 | -1.35% | 9.85% | 8.22% | 8.90% |
| 2019 | 1.43% | 6.46% | 3.41% | 1.92% |
| 2018 | -2.48% | 3.49% | 2.37% | -10.40% |
| 2017 | 3.39% | 4.44% | 5.04% | 5.18% |
| 2016 | -4.30% | 7.63% | -7.67% | 8.29% |
| 2015 | -2.11% | 0.92% | 2.16% | -- |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 50 |
| 3-Month | 42 |
| 1-Year | 76 |
| 3-Year | 69 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 2.70% |
| 3-Year | 2.91% |
| 5-Year | 8.75% |
| 10-Year | 6.96% |
Performance & Risk
| YTD Return | -4.54% |
| 5y Average Return | 6.55% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.67 |
| Morningstar Risk Rating |
Fund Overview
| Category | Options Trading |
| Fund Family | Longboard |
| Net Assets | 144.02M |
| YTD Return | -2.03% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 09, 2015 |
Fund Summary
The fund pursues its investment objective using three principal strategies: an Equity Strategy, a Futures Strategy and a Fixed Income Strategy. Under normal market conditions, the fund’s assets are allocated among the three strategies according to the fund’s asset allocation model which, consistent with the fund’s benchmark, the Morningstar Moderate Target Risk Index, targets exposures generally equivalent to 60% stocks/40% bonds although exposures may vary at the Adviser’s discretion.
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