SBTIX
Westwood Broadmark Tactical Plus-Inst
$11.69
0.01 (0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 72.58M |
| 52 Week High | 11.69 |
| 52 Week Low | 10.969 |
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Key Data
| Symbol | SBTIX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 11.69 |
| Price Yesterday | 11.68 |
| Market Cap | 72.58 |
| YTD Return | 4.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0158 |
Overview
| 52 Week High | 11.69 |
|---|---|
| 52 Week Low | 10.97 |
| Market Cap | 72.58M |
| Shares Outstanding | 6.21M |
| Income Dividend Yield | 3.60% |
| Long Term Dividend Yield | 0.26% |
| Short Term Dividend Yield | 0.17% |
| 52 Week Yield (All) | 4.02% |
Returns Annualized
| One Day | 24.09% |
|---|---|
| Five Days | 91.85% |
| One Months | 43.50% |
| Three Months | 12.76% |
| Six Months | 9.30% |
| Nine Months | 6.32% |
| One Year | 6.58% |
| Three Years | 2.41% |
| Five Years | 4.30% |
| Ten Years | -999 |
| YTD | 8.66% |
| Since Inception | 4.54% |
Returns Total
| One Day | 0.09% |
|---|---|
| Five Days | 1.30% |
| One Month | 2.90% |
| Three Months | 3.00% |
| Six Months | 4.47% |
| Nine Months | 4.65% |
| One Year | 6.57% |
| Three Years | 7.36% |
| Five Years | 23.34% |
| Ten Years | -999 |
| YTD | 4.37% |
| Since Inception | 52.67% |
Yearly Returns
| 2024 | 4.37% |
|---|---|
| 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 | 0.13 |
| Correlation | 40.17% |
| Downside Deviation | 0.75% |
| Coefficient of determination | 16.14% |
| Standard Deviation | 1.02% |
| Sharpe Ratio | -6.27 |
| Sortino | -29.35 |
| Treynor | 9.43 |
| Ulcer Index | 1.29 |
| Ulcer Performance Index | -17.18 |