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Nasdaq - Delayed Quote USD

Ocean Park Tactical Bond C (STBDX)

24.54
-0.05
(-0.20%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.37%
5y Average Return 2.38%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 1, 2025) 14.97%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 14.97%
Worst 3Y Total Return 0.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STBDX
Category
YTD
0.43%
1.90%
1-Month
-1.28%
0.35%
3-Month
0.43%
1.41%
1-Year
4.87%
7.92%
3-Year
3.11%
3.65%
5-Year
2.96%
3.77%
10-Year
0.00%
2.82%
Last Bull Market
6.33%
6.13%
Last Bear Market
-2.32%
-3.74%

Annual Total Return (%) History

Year
STBDX
Category
2025
--
--
2024
5.74%
--
2023
6.07%
--
2022
-5.04%
--
2021
0.51%
--
2020
14.97%
3.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.43% -- -- --
2024 1.25% 0.47% 4.28% -0.33%
2023 1.12% 0.89% -0.18% 4.15%
2022 -2.43% -2.32% 0.04% -0.41%
2021 0.39% 2.23% 0.25% -2.31%
2020 6.84% 1.64% 2.45% 3.35%

Rank in Category (By Total Return)

YTD 75
1-Month 85
3-Month 75
1-Year 67
3-Year 60
5-Year 70

Load Adjusted Returns

1-Year 4.87%
3-Year 3.11%
5-Year 2.96%
10-Year --

Performance & Risk

YTD Return -4.37%
5y Average Return 2.38%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.46
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family Ocean Park Asset Management, LLC
Net Assets 2.11B
YTD Return 0.43%
Yield 4.68%
Morningstar Rating
Inception Date Oct 01, 2019

Fund Summary

The fund invests in open-end investment companies (mutual funds) and exchange-traded funds ("ETFs") that primarily invest in high-yield corporate bonds, also commonly known as junk bonds ("HYCB Funds") or long-duration U.S. Treasury securities ("Treasury Bond Funds"). Under normal circumstances, the fund invests at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in underlying bond funds.

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