Nasdaq - Delayed Quote • USD
BTS Tactical Fixed Income R (BTFRX)
At close: 8:05 AM EDT
Fund Summary
Under normal circumstances, the fund invests (long or short) at least 80% of its assets in fixed income securities of domestic and foreign issuers or counterparties ("80% investment policy"). The Adviser seeks to achieve the fund's investment objective by investing primarily in a portfolio of fixed income securities without restriction as to maturity, credit quality, type of issuer, country or currency.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -0.98% |
| 5y Average Return | -2.63% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.62 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BTFRX | Category Average | BTFRX | Category Average | BTFRX | Category Average | |
| Alpha | -3.94 | 0.01 | -3.2 | 0.02 | -1.73 | 0.02 |
| BETA | 0.62 | 0 | 0.58 | 0 | 0.53 | 0 |
| Mean Annual Return | -0.35 | 0 | -0.17 | 0 | -0.01 | 0 |
| R-squared | 47.68 | 0.09 | 41.18 | 0.08 | 26.94 | 0.06 |
| Standard Deviation | 6.57 | 0.06 | 5.57 | 0.05 | 4.87 | 0.05 |
| Sharpe Ratio | -1.11 | 0 | -0.75 | 0.01 | -0.34 | 0.01 |
| Treynor Ratio | -11.76 | 0.07 | -7.38 | 0.15 | -3.32 | 0.08 |
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