Nasdaq - Delayed Quote USD
Longboard I (LONGX)
14.09
+0.01
+(0.07%)
At close: May 1 at 6:46:57 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.70% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LONGX | Category Average | LONGX | Category Average | LONGX | Category Average | |
| Alpha | -3.06 | 0 | -2.07 | -0 | 2.12 | 0 |
| BETA | 0.67 | 0 | 0.67 | 0 | 0.48 | 0 |
| Mean Annual Return | 0.32 | 0.01 | 0.77 | 0.01 | 0.64 | 0 |
| R-squared | 62.69 | 0.66 | 70.74 | 0.64 | 25.69 | 0.59 |
| Standard Deviation | 13.68 | 0.1 | 12.61 | 0.08 | 13.93 | 0.07 |
| Sharpe Ratio | -0.06 | 0.01 | 0.51 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -2.55 | -0.35 | 8.88 | 0.18 | 10.46 | 0.1 |
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