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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.

Risk overview

Morningstar risk rating
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

Risk statistics

3 years
SBTAXCategory average
5 years
SBTAXCategory average
10 years
SBTAXCategory average
Alpha
-2.38-0.02
-0.59-0.02
-0.81-0.03
BETA
0.110.01
0.210
0.310.01
Mean annual return
0.140.01
0.390.01
0.370
R-squared
17.030.58
31.890.54
33.880.54
Standard deviation
4.580.13
6.720.11
8.220.1
Sharpe ratio
-0.350
0.350.01
0.340
Treynor ratio
-16.280.05
10.620.16
8.180.07