Nasdaq - Delayed Quote USD
Redwood Managed Volatility I (RWDIX)
10.84
0.00
(0.00%)
At close: 8:02:11 PM EDT
Fund Summary
The adviser uses a trend-following strategy that seeks to identify the critical turning points in the markets for high yield bonds and bank loans. The fund's adviser uses a quantitatively driven process that seeks to invest in diversified high yield bond, bank loan, and other fixed income exposure with similar characteristics when the high yield bond and bank loan markets are trending upwards, and short-term fixed income securities when the high yield bond and bank loan markets are trending downwards.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.34% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -1.48% |
| 5y Average Return | 0.18% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RWDIX | Category Average | RWDIX | Category Average | RWDIX | Category Average | |
| Alpha | -1.49 | 0.01 | -0.51 | 0.02 | -0.05 | 0.02 |
| BETA | 0.7 | 0 | 0.66 | 0 | 0.59 | 0 |
| Mean Annual Return | 0.04 | 0 | 0.02 | 0 | 0.14 | 0 |
| R-squared | 53.67 | 0.09 | 44.5 | 0.08 | 28.59 | 0.06 |
| Standard Deviation | 7.34 | 0.06 | 6.32 | 0.05 | 5.47 | 0.05 |
| Sharpe Ratio | -0.56 | 0 | -0.39 | 0.01 | -0.05 | 0.01 |
| Treynor Ratio | -6.35 | 0.07 | -4.07 | 0.15 | -0.73 | 0.08 |
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