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SBTAX

Westwood Broadmark Tactical Plus-A

$11.45 0.01 (0.09%)
Currency in USD / Last Updated: 7/9/2024
Category Long-Short Equity
Market Cap 72.531M
52 Week High 11.45
52 Week Low 10.773
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Key Data
Symbol SBTAX
Type Mutual Fund
Category Long-Short Equity
Price 11.45
Price Yesterday 11.44
Market Cap 72.53
YTD Return 4.19%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.03
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0179
Overview
52 Week High 11.45
52 Week Low 10.77
Market Cap 72.53M
Shares Outstanding 6.33M
Income Dividend Yield 3.46%
Long Term Dividend Yield 0.26%
Short Term Dividend Yield 0.17%
52 Week Yield (All) 3.89%
Returns Annualized
One Day 24.66%
Five Days 94.50%
One Months 42.98%
Three Months 12.63%
Six Months 9.10%
Nine Months 6.01%
One Year 6.29%
Three Years 2.16%
Five Years 4.04%
Ten Years -999
YTD 8.28%
Since Inception 4.30%
Returns Total
One Day 0.09%
Five Days 1.33%
One Month 2.88%
Three Months 2.97%
Six Months 4.38%
Nine Months 4.42%
One Year 6.28%
Three Years 6.59%
Five Years 21.85%
Ten Years -999
YTD 4.19%
Since Inception 49.42%
Yearly Returns
2024 4.19%
2023 3.21%
2022 -2.18%
2021 5.82%
2020 6.95%
2019 6.96%
2018 2.30%
2017 8.30%
2016 5.58%
2015 -2.60%
Risk against SP-DA
Alpha -2.00%
Beta 0.12
Correlation 39.06%
Downside Deviation 0.77%
Coefficient of determination 15.26%
Standard Deviation 1.03%
Sharpe Ratio -6.31
Sortino -29.14
Treynor 7.31
Ulcer Index 1.38
Ulcer Performance Index -16.29

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