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Westwood Broadmark Tactical Plus A (SBTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.30+0.01 (+0.09%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.82%
5-year average return3.86%
Number of years up7
Number of years down2
Best 1-yr total return (30 June 2024)8.31%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return8.31%
Worst 3-yr total return2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBTAXCategory
YTD1.00%9.18%
1-month0.82%-0.20%
3-month0.82%3.85%
1-year5.20%22.90%
3-year1.55%7.45%
5-year4.49%7.00%
10-year4.14%4.81%
Last bull market0.38%11.80%
Last bear market-1.34%-12.04%

Annual total return (%) history

Year
SBTAXCategory
2024
N/AN/A
2023
3.21%N/A
2022
-2.18%N/A
2021
5.82%N/A
2020
6.95%7.89%
2019
6.96%11.90%
2018
2.29%-6.29%
2017
8.31%11.18%
2016
5.58%2.34%
2015
-2.59%-2.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.64%N/AN/AN/A
2023-0.99%2.92%1.24%0.05%
2022-2.30%-1.34%-0.17%1.66%
20210.70%3.02%-1.76%3.84%
2020-3.41%3.98%1.83%4.58%
20191.41%2.09%-0.68%4.02%
20180.88%-1.13%1.76%0.79%
2017-1.14%1.15%1.40%6.82%
2016-1.77%-2.70%2.31%7.97%
2015-4.30%-1.50%-3.31%6.87%

Rank in category (by total return)

YTD93
1-month85
3-month80
1-year91
3-year63
5-year80

Load adjusted returns

1-year2.04%
3-year0.52%
5-year3.85%
10-year3.82%