FTAGX
Westwood Broadmark Tactical Growth-A
$24.65
0.02 (0.08%)
Currency in USD / Last Updated: 7/9/2024
Category | Long-Short Equity |
---|---|
Market Cap | 177.779M |
52 Week High | 24.65 |
52 Week Low | 23.533 |
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Key Data
Symbol | FTAGX |
---|---|
Type | Mutual Fund |
Category | Long-Short Equity |
Price | 24.65 |
Price Yesterday | 24.63 |
Market Cap | 177.78 |
YTD Return | 3.27% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.04 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0173 |
Overview
52 Week High | 24.65 |
---|---|
52 Week Low | 23.53 |
Market Cap | 177.78M |
Shares Outstanding | 7.21M |
Income Dividend Yield | 1.84% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 1.92% |
52 Week Yield (All) | 3.76% |
Returns Annualized
One Day | 22.72% |
---|---|
Five Days | 60.47% |
One Months | 22.28% |
Three Months | 5.28% |
Six Months | 6.94% |
Nine Months | 6.05% |
One Year | 4.24% |
Three Years | -0.85% |
Five Years | 3.05% |
Ten Years | 2.80% |
YTD | 6.44% |
Since Inception | 2.96% |
Returns Total
One Day | 0.08% |
---|---|
Five Days | 0.94% |
One Month | 1.61% |
Three Months | 1.27% |
Six Months | 3.35% |
Nine Months | 4.45% |
One Year | 4.24% |
Three Years | -2.53% |
Five Years | 16.19% |
Ten Years | 31.73% |
YTD | 3.27% |
Since Inception | 51.70% |
Yearly Returns
2024 | 3.27% |
---|---|
2023 | 2.02% |
2022 | -8.27% |
2021 | 7.58% |
2020 | 7.95% |
2019 | 10.19% |
2018 | -5.13% |
2017 | 10.39% |
2016 | 3.04% |
2015 | -2.02% |
Risk against SP-DA
Alpha | -6.10% |
---|---|
Beta | 0.21 |
Correlation | 66.69% |
Downside Deviation | 0.91% |
Coefficient of determination | 44.47% |
Standard Deviation | 1.02% |
Sharpe Ratio | -6.89 |
Sortino | -26.83 |
Treynor | -5.36 |
Ulcer Index | 1.39 |
Ulcer Performance Index | -17.59 |