FTGWX
Westwood Broadmark Tactical Growth-Inst
$26.53
0.02 (0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 177.769M |
| 52 Week High | 26.53 |
| 52 Week Low | 25.278 |
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Key Data
| Symbol | FTGWX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 26.53 |
| Price Yesterday | 26.51 |
| Market Cap | 177.77 |
| YTD Return | 3.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0146 |
Overview
| 52 Week High | 26.53 |
|---|---|
| 52 Week Low | 25.28 |
| Market Cap | 177.77M |
| Shares Outstanding | 6.70M |
| Income Dividend Yield | 2.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 1.78% |
| 52 Week Yield (All) | 3.78% |
Returns Annualized
| One Day | 20.95% |
|---|---|
| Five Days | 61.23% |
| One Months | 22.30% |
| Three Months | 5.55% |
| Six Months | 7.19% |
| Nine Months | 6.35% |
| One Year | 4.48% |
| Three Years | -0.52% |
| Five Years | 3.43% |
| Ten Years | 3.23% |
| YTD | 6.76% |
| Since Inception | 3.64% |
Returns Total
| One Day | 0.08% |
|---|---|
| Five Days | 0.95% |
| One Month | 1.61% |
| Three Months | 1.34% |
| Six Months | 3.47% |
| Nine Months | 4.67% |
| One Year | 4.47% |
| Three Years | -1.54% |
| Five Years | 18.34% |
| Ten Years | 37.33% |
| YTD | 3.43% |
| Since Inception | 69.68% |
Yearly Returns
| 2024 | 3.43% |
|---|---|
| 2023 | 2.25% |
| 2022 | -7.90% |
| 2021 | 8.02% |
| 2020 | 8.40% |
| 2019 | 10.69% |
| 2018 | -4.76% |
| 2017 | 10.90% |
| 2016 | 3.61% |
| 2015 | -1.54% |
Risk against SP-DA
| Alpha | -5.86% |
|---|---|
| Beta | 0.21 |
| Correlation | 66.71% |
| Downside Deviation | 0.90% |
| Coefficient of determination | 44.51% |
| Standard Deviation | 1.02% |
| Sharpe Ratio | -6.83 |
| Sortino | -26.85 |
| Treynor | -4.25 |
| Ulcer Index | 1.38 |
| Ulcer Performance Index | -17.62 |