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    More On WBMAX


    Whitebox Tactical Opportunities Investor (WBMAX)

    11.03 Up 0.04(0.36%) Jul 2

    Performance Overview as of May 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-2.68%
    5-Year Average Return:N/A
    Number of Years Up:2
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):15.31%
    Worst 1 Yr Total Return (2014-12-31):-3.80%
    Best 3-Yr Total Return (N/A):8.05%
    Worst 3-Yr Total Return (N/A):8.05%
    Load Adjusted Returns 
    1-Year:-7.97%
    3-Year:5.94%
    5-Year:N/A
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnWBMAXCategoryDiffIndex*Diff
    Year To Date-2.68N/AN/AN/AN/A
    1-Month-2.19N/AN/AN/AN/A
    3-Month-0.26N/AN/AN/AN/A
    1-Year-7.97N/AN/AN/AN/A
    3-Year5.94N/AN/AN/AN/A
    5-YearN/AN/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)10.40N/AN/AN/AN/A
    Last Bear Market ( to )N/AN/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearWBMAXCategoryDiff
    2015N/AN/AN/A
    2014
     
    -3.80N/AN/A
    2013
     
    15.31N/AN/A
    2012
     
    13.72N/AN/A
    Past Quarterly Returns (%) for WBMAX 
    Q1Q2Q3Q4
    2015-3.02N/AN/AN/A
    20140.08-0.47-1.97-1.47
    20135.131.185.073.16
    201210.68-3.135.440.59
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date93N/A
    1-Month98N/A
    3-Month76N/A
    6-Month88N/A
    1-Year95N/A
    3-Year70N/A
    5-YearN/A