Nasdaq - Delayed Quote USD

Westwood Broadmark Tactical Plus C (SBTCX)

10.29 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.39%
5y Average Return 2.49%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 7.47%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 7.47%
Worst 3Y Total Return 1.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBTCX
Category
YTD
1.56%
9.18%
1-Month
1.46%
-0.20%
3-Month
1.56%
3.85%
1-Year
5.20%
22.90%
3-Year
1.78%
7.45%
5-Year
3.35%
7.00%
10-Year
3.44%
4.81%
Last Bull Market
10.26%
11.80%
Last Bear Market
-1.60%
-12.04%

Annual Total Return (%) History

Year
SBTCX
Category
2024
--
--
2023
2.28%
--
2022
-2.82%
--
2021
5.01%
--
2020
6.13%
7.89%
2019
6.15%
11.90%
2018
1.50%
-6.29%
2017
7.47%
11.18%

2016
4.73%
2.34%
2015
-3.35%
-2.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.56% -- -- --
2023 -1.25% 2.64% 1.14% -0.22%
2022 -2.43% -1.60% -0.27% 1.50%
2021 0.55% 2.81% -1.94% 3.60%
2020 -3.63% 3.86% 1.54% 4.42%
2019 1.28% 1.81% -0.80% 3.78%
2018 0.63% -1.34% 1.63% 0.59%
2017 -1.42% 1.08% 1.16% 6.62%
2016 -1.87% -3.00% 1.97% 7.91%
2015 -4.47% -1.77% -3.41% 6.63%

Rank in Category (By Total Return)

YTD 95
1-Month 84
3-Month 95
1-Year 90
3-Year 71
5-Year 89

Load Adjusted Returns

1-Year 4.20%
3-Year 1.78%
5-Year 3.35%
10-Year 3.44%

Performance & Risk

YTD Return 0.39%
5y Average Return 2.49%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.11
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Westwood
Net Assets 73.18M
YTD Return 1.56%
Yield 2.83%
Morningstar Rating
Inception Date Dec 15, 2014

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds ("ETFs").

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