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BTIFX

Belmont Theta Income-Inst

$22.24 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Options Trading
Market Cap 11.726M
52 Week High 22.24
52 Week Low 19.42
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Key Data
Symbol BTIFX
Type Mutual Fund
Category Options Trading
Price 22.24
Price Yesterday 22.24
Market Cap 11.73
YTD Return 3.11%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 5000
Redeption Fee 0
Prospectus 0.0213
Overview
52 Week High 22.24
52 Week Low 19.42
Market Cap 11.73M
Shares Outstanding 0.53M
Income Dividend Yield 0.65%
Long Term Dividend Yield 0.34%
Short Term Dividend Yield 0.21%
52 Week Yield (All) 1.19%
Returns Annualized
One Day 0.00%
Five Days 7.05%
One Months 12.71%
Three Months 13.48%
Six Months 21.85%
Nine Months 13.48%
One Year 12.58%
Three Years 4.83%
Five Years 2.56%
Ten Years -999
YTD 13.48%
Since Inception 2.10%
Returns Total
One Day 0.00%
Five Days 0.14%
One Month 0.95%
Three Months 3.11%
Six Months 10.20%
Nine Months 9.83%
One Year 12.41%
Three Years 15.11%
Five Years 13.41%
Ten Years -999
YTD 3.11%
Since Inception 12.96%
Yearly Returns
2024 3.11%
2023 11.19%
2022 -0.56%
2021 4.00%
2020 -5.05%
2019 -0.06%
2018 0.40%
2017 0.00%
2016 0.00%
2015 0.00%
Risk against SP-DA
Alpha -7.55%
Beta 0.49
Correlation 82.55%
Downside Deviation 1.44%
Coefficient of determination 68.14%
Standard Deviation 1.99%
Sharpe Ratio -3.27
Sortino -15.67
Treynor 13.73
Ulcer Index 1.19
Ulcer Performance Index -18.97

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