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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
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 7.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SBTCX | Category Average | SBTCX | Category Average | SBTCX | Category Average | |
| Alpha | -3.61 | 0 | -1.93 | -0 | -0.75 | 0 |
| BETA | 0.07 | 0 | 0.2 | 0 | 0.29 | 0 |
| Mean Annual Return | 0.09 | 0.01 | 0.22 | 0.01 | 0.3 | 0 |
| R-squared | 8.28 | 0.66 | 28.67 | 0.64 | 30.2 | 0.59 |
| Standard Deviation | 3.86 | 0.1 | 6.6 | 0.08 | 7.85 | 0.07 |
| Sharpe Ratio | -0.87 | 0.01 | 0 | 0.01 | 0.22 | 0.01 |
| Treynor Ratio | -50.51 | -0.35 | -1.14 | 0.18 | 5.09 | 0.1 |
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