SBTIX
Westwood Broadmark Tactical Plus-Inst
$11.28
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Long-Short Equity |
---|---|
Market Cap | 72.239M |
52 Week High | 11.401 |
52 Week Low | 10.652 |
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Key Data
Symbol | SBTIX |
---|---|
Type | Mutual Fund |
Category | Long-Short Equity |
Price | 11.28 |
Price Yesterday | 11.28 |
Market Cap | 72.24 |
YTD Return | 0.71% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0138 |
Overview
52 Week High | 11.40 |
---|---|
52 Week Low | 10.65 |
Market Cap | 72.24M |
Shares Outstanding | 6.40M |
Income Dividend Yield | 3.73% |
Long Term Dividend Yield | 0.27% |
Short Term Dividend Yield | 0.18% |
52 Week Yield (All) | 4.17% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 9.37% |
One Months | -3.98% |
Three Months | 4.38% |
Six Months | 0.25% |
Nine Months | 1.19% |
One Year | 5.24% |
Three Years | 1.61% |
Five Years | 3.57% |
Ten Years | -999 |
YTD | 2.30% |
Since Inception | 4.24% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.18% |
One Month | -0.35% |
Three Months | 1.08% |
Six Months | 0.12% |
Nine Months | 0.89% |
One Year | 5.23% |
Three Years | 4.88% |
Five Years | 19.11% |
Ten Years | -999 |
YTD | 0.71% |
Since Inception | 47.32% |
Yearly Returns
2024 | 0.71% |
---|---|
2023 | 3.37% |
2022 | -1.95% |
2021 | 6.18% |
2020 | 7.15% |
2019 | 7.24% |
2018 | 2.56% |
2017 | 8.54% |
2016 | 5.74% |
2015 | -2.42% |
Risk against SP-DA
Alpha | -1.77% |
---|---|
Beta | 0.09 |
Correlation | 28.44% |
Downside Deviation | 0.72% |
Coefficient of determination | 8.09% |
Standard Deviation | 1.03% |
Sharpe Ratio | -5.43 |
Sortino | -26.86 |
Treynor | -1.65 |
Ulcer Index | 1.26 |
Ulcer Performance Index | -15.33 |