Nasdaq - Delayed Quote USD
Ocean Park Tactical Bond C (STBDX)
24.54
-0.05
(-0.20%)
At close: 8:02:14 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.97% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| STBDX | Category Average | STBDX | Category Average | STBDX | Category Average | |
| Alpha | 0.35 | 0.01 | 1.65 | 0.02 | -- | 0.02 |
| BETA | 0.46 | 0 | 0.46 | 0 | -- | 0 |
| Mean Annual Return | 0.26 | 0 | 0.25 | 0 | -- | 0 |
| R-squared | 61.16 | 0.09 | 37.32 | 0.08 | -- | 0.06 |
| Standard Deviation | 4.52 | 0.06 | 4.82 | 0.05 | -- | 0.05 |
| Sharpe Ratio | -0.3 | 0 | 0.06 | 0.01 | -- | 0.01 |
| Treynor Ratio | -3.28 | 0.07 | 0.36 | 0.15 | -- | 0.08 |
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