NasdaqGM - Delayed Quote USD

OnTrack Core Investor (OTRFX)

50.17
-0.15
(-0.30%)
At close: 8:02:23 PM EDT

Fund Summary

The sub-adviser seeks to achieve the fund's investment objective by investing long-or-short primarily in stocks, bonds and commodities using the sub-adviser's technical and risk control strategies. The fund may invest 100% of its assets in ETFs and or mutual funds.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.03%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 4

Performance & Risk

YTD Return -0.89%
5y Average Return 4.35%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.16
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
OTRFXCategory AverageOTRFXCategory AverageOTRFXCategory Average
Alpha -4.84 -0 -0.09 -0.01 0.68 -0
BETA 0.16 0 0.21 0 0.21 0
Mean Annual Return 0.07 0 0.41 0 0.35 0
R-squared 30.51 0.45 30.59 0.42 33.13 0.48
Standard Deviation 4.6 0.08 5.62 0.07 5.34 0.06
Sharpe Ratio -0.84 0 0.37 0 0.41 0
Treynor Ratio -24.62 0.23 9.84 0.09 10.23 0.05

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