BTPIX
Westwood Broadmark Tactical Plus-F
$11.57
0.01 (0.09%)
Currency in USD / Last Updated: 5/7/2024
Category | Long-Short Equity |
---|---|
Market Cap | 71.624M |
52 Week High | 11.68 |
52 Week Low | 10.926 |
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Key Data
Symbol | BTPIX |
---|---|
Type | Mutual Fund |
Category | Long-Short Equity |
Price | 11.57 |
Price Yesterday | 11.56 |
Market Cap | 71.62 |
YTD Return | 0.87% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0107 |
Overview
52 Week High | 11.68 |
---|---|
52 Week Low | 10.93 |
Market Cap | 71.62M |
Shares Outstanding | 6.19M |
Income Dividend Yield | 3.96% |
Long Term Dividend Yield | 0.26% |
Short Term Dividend Yield | 0.17% |
52 Week Yield (All) | 4.39% |
Returns Annualized
One Day | 24.37% |
---|---|
Five Days | 24.42% |
One Months | -2.93% |
Three Months | 4.33% |
Six Months | 2.45% |
Nine Months | 1.83% |
One Year | 5.81% |
Three Years | 1.74% |
Five Years | 4.48% |
Ten Years | 4.75% |
YTD | 2.52% |
Since Inception | 5.47% |
Returns Total
One Day | 0.09% |
---|---|
Five Days | 0.43% |
One Month | -0.26% |
Three Months | 1.05% |
Six Months | 1.20% |
Nine Months | 1.37% |
One Year | 5.81% |
Three Years | 5.31% |
Five Years | 24.45% |
Ten Years | 58.95% |
YTD | 0.87% |
Since Inception | 82.66% |
Yearly Returns
2024 | 0.87% |
---|---|
2023 | 3.71% |
2022 | -1.65% |
2021 | 6.48% |
2020 | 7.47% |
2019 | 7.53% |
2018 | 2.92% |
2017 | 8.90% |
2016 | 5.99% |
2015 | -2.00% |
Risk against SP-DA
Alpha | -1.89% |
---|---|
Beta | 0.11 |
Correlation | 35.03% |
Downside Deviation | 0.75% |
Coefficient of determination | 12.27% |
Standard Deviation | 1.01% |
Sharpe Ratio | -6.16 |
Sortino | -28.74 |
Treynor | 4.1 |
Ulcer Index | 1.26 |
Ulcer Performance Index | -17.15 |