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Westwood Broadmark Tactical Plus Fund (SBTCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.51+0.02 (+0.19%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.54%
5-year average return3.23%
Number of years up7
Number of years down2
Best 1-yr total return (24 June 2024)7.47%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return7.47%
Worst 3-yr total return1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBTCXCategory
YTD0.68%9.18%
1-month0.68%-0.20%
3-month0.58%3.85%
1-year4.29%22.90%
3-year0.76%7.45%
5-year3.68%7.00%
10-year3.33%4.81%
Last bull market0.11%11.80%
Last bear market-1.60%-12.04%

Annual total return (%) history

Year
SBTCXCategory
2024
N/AN/A
2023
2.28%N/A
2022
-2.82%N/A
2021
5.01%N/A
2020
6.13%7.89%
2019
6.15%11.90%
2018
1.50%-6.29%
2017
7.47%11.18%
2016
4.73%2.34%
2015
-3.35%-2.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.56%N/AN/AN/A
2023-1.25%2.64%1.14%-0.22%
2022-2.43%-1.60%-0.27%1.50%
20210.55%2.81%-1.94%3.60%
2020-3.63%3.86%1.54%4.42%
20191.28%1.81%-0.80%3.78%
20180.63%-1.34%1.63%0.59%
2017-1.42%1.08%1.16%6.62%
2016-1.87%-3.00%1.97%7.91%
2015-4.47%-1.77%-3.41%6.63%

Rank in category (by total return)

YTD93
1-month88
3-month82
1-year93
3-year71
5-year86

Load adjusted returns

1-year3.29%
3-year0.76%
5-year3.68%
10-year3.33%