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Westwood Broadmark Tactical Gr Inst (FTGWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.41+0.04 (+0.15%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.96%
5-year average return3.26%
Number of years up10
Number of years down4
Best 1-yr total return (2 July 2024)15.74%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return15.74%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFTGWXCategory
YTD2.53%9.18%
1-month0.80%-0.20%
3-month-0.08%3.85%
1-year3.06%22.90%
3-year-0.56%7.45%
5-year3.44%7.00%
10-year3.18%4.81%
Last bull market3.61%11.80%
Last bear market-2.42%-12.04%

Annual total return (%) history

Year
FTGWXCategory
2024
N/AN/A
2023
2.25%N/A
2022
-7.90%N/A
2021
8.02%N/A
2020
8.40%7.89%
2019
10.69%11.90%
2018
-4.76%-6.29%
2017
10.91%11.18%
2016
3.61%2.34%
2015
-1.54%-2.02%
2014
2.33%2.92%
2013
15.74%14.62%
2012
5.14%5.15%
2011
-5.04%-2.81%
2010
2.57%4.13%
2009
N/A10.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.61%-0.08%N/AN/A
2023-0.88%2.63%-0.38%0.89%
2022-3.60%-2.42%-2.19%0.11%
20213.11%2.88%-0.81%2.66%
2020-0.41%1.80%2.80%4.02%
20193.93%1.70%-0.97%5.75%
2018-1.28%0.48%3.09%-6.87%
20172.77%1.59%2.11%4.04%
2016-0.94%-1.31%2.45%3.44%
2015-0.96%-0.81%-3.21%3.55%
2014-0.79%1.74%-0.42%1.82%
20135.05%0.45%2.62%6.88%
20127.51%-3.02%2.70%-1.80%
20112.43%-1.70%-3.05%-2.71%
20103.15%-4.37%-1.10%5.14%
20091.10%N/AN/AN/A

Rank in category (by total return)

YTD83
1-month48
3-month63
1-year92
3-year78
5-year85

Load adjusted returns

1-year3.06%
3-year-0.56%
5-year3.44%
10-year3.18%