BTPIX
Westwood Broadmark Tactical Plus-F
$11.99
0.01 (0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 72.563M |
| 52 Week High | 11.99 |
| 52 Week Low | 11.223 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BTPIX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 11.99 |
| Price Yesterday | 11.98 |
| Market Cap | 72.56 |
| YTD Return | 4.53% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0127 |
Overview
| 52 Week High | 11.99 |
|---|---|
| 52 Week Low | 11.22 |
| Market Cap | 72.56M |
| Shares Outstanding | 6.05M |
| Income Dividend Yield | 3.82% |
| Long Term Dividend Yield | 0.25% |
| Short Term Dividend Yield | 0.17% |
| 52 Week Yield (All) | 4.24% |
Returns Annualized
| One Day | 23.43% |
|---|---|
| Five Days | 88.73% |
| One Months | 43.74% |
| Three Months | 13.20% |
| Six Months | 9.63% |
| Nine Months | 6.63% |
| One Year | 6.84% |
| Three Years | 2.72% |
| Five Years | 4.62% |
| Ten Years | 4.88% |
| YTD | 8.98% |
| Since Inception | 5.71% |
Returns Total
| One Day | 0.08% |
|---|---|
| Five Days | 1.27% |
| One Month | 2.92% |
| Three Months | 3.10% |
| Six Months | 4.62% |
| Nine Months | 4.87% |
| One Year | 6.83% |
| Three Years | 8.34% |
| Five Years | 25.25% |
| Ten Years | 60.83% |
| YTD | 4.53% |
| Since Inception | 89.30% |
Yearly Returns
| 2024 | 4.53% |
|---|---|
| 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 | -1.52% |
|---|---|
| Beta | 0.13 |
| Correlation | 40.55% |
| Downside Deviation | 0.76% |
| Coefficient of determination | 16.44% |
| Standard Deviation | 1.01% |
| Sharpe Ratio | -6.24 |
| Sortino | -28.69 |
| Treynor | 11.45 |
| Ulcer Index | 1.27 |
| Ulcer Performance Index | -17.24 |