Nasdaq - Delayed Quote USD
Westwood Broadmark Tactical Gr Inst (FTGWX)
26.31
+0.01
+(0.04%)
At close: 8:01:01 PM EDT
Fund Summary
The fund's investment strategy is designed to evaluate the market to determine whether the market as a whole or a particular sector or industry is undervalued or overvalued. Broadmark Asset Management LLC ("Broadmark" or the "Sub-Advisor") seeks to identify potential long and short investments that the advisor believes offer the greatest risk-adjusted potential for returns.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.79% |
| 5y Average Return | 3.06% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTGWX | Category Average | FTGWX | Category Average | FTGWX | Category Average | |
| Alpha | -3.99 | 0 | -2.97 | -0 | -1.46 | 0 |
| BETA | 0.15 | 0 | 0.26 | 0 | 0.28 | 0 |
| Mean Annual Return | 0.16 | 0.01 | 0.27 | 0.01 | 0.3 | 0 |
| R-squared | 28.43 | 0.66 | 50.09 | 0.64 | 49.5 | 0.59 |
| Standard Deviation | 4.74 | 0.1 | 5.89 | 0.08 | 6.02 | 0.07 |
| Sharpe Ratio | -0.58 | 0.01 | 0.07 | 0.01 | 0.26 | 0.01 |
| Treynor Ratio | -19.11 | -0.35 | 1.05 | 0.18 | 5.1 | 0.1 |
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