FTGWX
Westwood Broadmark Tactical Growth-Inst
$25.68
-0.04 (-0.16%)
Currency in USD / Last Updated: 4/25/2024
Category | Long-Short Equity |
---|---|
Market Cap | 186.674M |
52 Week High | 26.32 |
52 Week Low | 24.768 |
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Key Data
Symbol | FTGWX |
---|---|
Type | Mutual Fund |
Category | Long-Short Equity |
Price | 25.68 |
Price Yesterday | 25.72 |
Market Cap | 186.67 |
YTD Return | 0.12% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0135 |
Overview
52 Week High | 26.32 |
---|---|
52 Week Low | 24.77 |
Market Cap | 186.67M |
Shares Outstanding | 7.27M |
Income Dividend Yield | 2.07% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 1.84% |
52 Week Yield (All) | 3.91% |
Returns Annualized
One Day | -32.47% |
---|---|
Five Days | 45.45% |
One Months | -16.61% |
Three Months | 1.57% |
Six Months | 2.37% |
Nine Months | -0.75% |
One Year | 3.56% |
Three Years | -1.22% |
Five Years | 2.83% |
Ten Years | 3.18% |
YTD | 0.37% |
Since Inception | 3.46% |
Returns Total
One Day | -0.16% |
---|---|
Five Days | 0.75% |
One Month | -1.57% |
Three Months | 0.39% |
Six Months | 1.17% |
Nine Months | -0.57% |
One Year | 3.56% |
Three Years | -3.60% |
Five Years | 14.94% |
Ten Years | 36.60% |
YTD | 0.12% |
Since Inception | 64.24% |
Yearly Returns
2024 | 0.12% |
---|---|
2023 | 2.25% |
2022 | -7.90% |
2021 | 8.02% |
2020 | 8.40% |
2019 | 10.69% |
2018 | -4.76% |
2017 | 10.90% |
2016 | 3.61% |
2015 | -1.54% |
Risk against SP-DA
Alpha | -6.24% |
---|---|
Beta | 0.21 |
Correlation | 75.13% |
Downside Deviation | 0.78% |
Coefficient of determination | 56.44% |
Standard Deviation | 0.97% |
Sharpe Ratio | -6.65 |
Sortino | -28.75 |
Treynor | -8.45 |
Ulcer Index | 1.29 |
Ulcer Performance Index | -17.36 |