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HTDIX

Tactical Dividend & Momentum-I

$12.03 0.11 (0.92%)
Currency in USD / Last Updated: 3/27/2024
Category Tactical
Market Cap 90.97M
52 Week High 12.03
52 Week Low 9.867
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Key Data
Symbol HTDIX
Type Mutual Fund
Category Tactical
Price 12.03
Price Yesterday 11.92
Market Cap 90.97
YTD Return 7.51%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 100000
Redeption Fee 0
Prospectus 0.016
Overview
52 Week High 12.03
52 Week Low 9.87
Market Cap 90.97M
Shares Outstanding 7.56M
Income Dividend Yield 1.79%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.79%
Returns Annualized
One Day 914.64%
Five Days 28.69%
One Months 41.11%
Three Months 33.27%
Six Months 29.51%
Nine Months 20.74%
One Year 20.50%
Three Years 4.29%
Five Years 6.39%
Ten Years -999
YTD 35.57%
Since Inception 4.46%
Returns Total
One Day 0.92%
Five Days 0.50%
One Month 2.91%
Three Months 7.31%
Six Months 13.67%
Nine Months 15.16%
One Year 20.48%
Three Years 13.39%
Five Years 36.22%
Ten Years -999
YTD 7.51%
Since Inception 44.87%
Yearly Returns
2024 7.51%
2023 12.52%
2022 -15.78%
2021 17.49%
2020 4.37%
2019 13.99%
2018 -5.63%
2017 14.81%
2016 -4.90%
2015 -1.26%
Risk against SP-DA
Alpha -0.11%
Beta 0.53
Correlation 78.56%
Downside Deviation 1.01%
Coefficient of determination 61.72%
Standard Deviation 2.28%
Sharpe Ratio -1.72
Sortino -13.42
Treynor 28.62
Ulcer Index 1.61
Ulcer Performance Index -8.44

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