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Nasdaq - Delayed Quote USD
Westwood Broadmark Tactical Plus C (SBTCX)
10.13
-0.02
(-0.20%)
At close: February 10 at 8:01:26 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.20% |
| 5y Average Return | 1.85% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 6, 2025) | 7.47% |
| Worst 1Y Total Return (Feb 6, 2025) | -- |
| Best 3Y Total Return | 7.47% |
| Worst 3Y Total Return | 0.40% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SBTCX
Category
- YTD
- 0.00%
- 6.64%
- 1-Month
- 0.00%
- 1.03%
- 3-Month
- 1.04%
- 3.58%
- 1-Year
- 1.93%
- 16.67%
- 3-Year
- 0.96%
- 6.96%
- 5-Year
- 2.44%
- 6.01%
- 10-Year
- 3.39%
- 4.42%
- Last Bull Market
- 3.32%
- 12.48%
- Last Bear Market
- -1.60%
- -10.95%
Annual Total Return (%) History
Year
SBTCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.56% | 0.77% | 0.10% | -0.59% |
| 2023 | -1.25% | 2.64% | 1.14% | -0.22% |
| 2022 | -2.43% | -1.60% | -0.27% | 1.50% |
| 2021 | 0.55% | 2.81% | -1.94% | 3.60% |
| 2020 | -3.63% | 3.86% | 1.54% | 4.42% |
| 2019 | 1.28% | 1.81% | -0.80% | 3.78% |
| 2018 | 0.63% | -1.34% | 1.63% | 0.59% |
| 2017 | -1.42% | 1.08% | 1.16% | 6.62% |
| 2016 | -1.87% | -3.00% | 1.97% | 7.91% |
| 2015 | -4.47% | -1.77% | -3.41% | 6.63% |
Rank in Category (By Total Return)
| YTD | 96 |
| 1-Month | 96 |
| 3-Month | 81 |
| 1-Year | 93 |
| 3-Year | 88 |
| 5-Year | 89 |
Load Adjusted Returns
| 1-Year | 0.94% |
| 3-Year | 0.96% |
| 5-Year | 2.44% |
| 10-Year | 3.39% |
Performance & Risk
| YTD Return | -0.20% |
| 5y Average Return | 1.85% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | Options Trading |
| Fund Family | Westwood |
| Net Assets | 70.4M |
| YTD Return | 0.00% |
| Yield | 2.62% |
| Morningstar Rating | |
| Inception Date | Dec 15, 2014 |
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds ("ETFs").
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