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HTDCX

Tactical Dividend & Momentum-C

$11.38 0.01 (0.09%)
Currency in USD / Last Updated: 3/28/2024
Category Tactical
Market Cap 90.996M
52 Week High 11.38
52 Week Low 9.419
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Key Data
Symbol HTDCX
Type Mutual Fund
Category Tactical
Price 11.38
Price Yesterday 11.37
Market Cap 91.00
YTD Return 7.36%
Expense Details
Deferred 0.01
12b-1 0.01
Front Load 0
Initial Purchase Amount 2500
Redeption Fee 0
Prospectus 0.026
Overview
52 Week High 11.38
52 Week Low 9.42
Market Cap 91.00M
Shares Outstanding 8.00M
Income Dividend Yield 0.98%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 0.98%
Returns Annualized
One Day 24.83%
Five Days 9.28%
One Months 38.48%
Three Months 34.13%
Six Months 28.43%
Nine Months 17.12%
One Year 19.59%
Three Years 3.26%
Five Years 5.10%
Ten Years -999
YTD 34.13%
Since Inception 3.46%
Returns Total
One Day 0.09%
Five Days 0.18%
One Month 2.61%
Three Months 7.36%
Six Months 13.09%
Nine Months 12.43%
One Year 19.31%
Three Years 10.04%
Five Years 28.18%
Ten Years -999
YTD 7.36%
Since Inception 33.52%
Yearly Returns
2024 7.36%
2023 11.25%
2022 -16.48%
2021 16.31%
2020 3.26%
2019 12.78%
2018 -6.49%
2017 13.70%
2016 -5.67%
2015 -1.47%
Risk against SP-DA
Alpha -0.54%
Beta 0.5
Correlation 73.76%
Downside Deviation 1.09%
Coefficient of determination 54.40%
Standard Deviation 2.28%
Sharpe Ratio -1.92
Sortino -13.91
Treynor 28.11
Ulcer Index 1.68
Ulcer Performance Index -9.02

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