Nasdaq - Delayed Quote USD

Investment Managers Series Trust - All Terrain Opportunity Fund (TERIX)

24.11 +0.01 (+0.04%)
At close: June 26 at 8:01 PM EDT

Fund Summary

The fund will make investments that the advisor believes offer a high probability of return, or, alternatively, a high degree of safety during uncertain market conditions. These investments include domestic and foreign equity securities and fixed income securities of domestic and foreign issuers of any credit quality and duration, including U.S. Treasury securities, corporate bonds, mortgage-backed securities and other fixed income securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 8.83%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 2.42%
5y Average Return 2.54%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.26
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TERIXCategory AverageTERIXCategory AverageTERIXCategory Average
Alpha -0.98 -0 -0.57 -0.01 -- -0
BETA 0.26 0 0.22 0 -- 0
Mean Annual Return 0.24 0 0.21 0 -- 0
R-squared 61.59 0.45 61.71 0.42 -- 0.48
Standard Deviation 5.54 0.08 5 0.07 -- 0.06
Sharpe Ratio 0.27 0 0.18 0 -- 0
Treynor Ratio 5.33 0.23 3.47 0.09 -- 0.05

Related Tickers