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Westwood Broadmark Tactical Plus F (BTPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.84+0.02 (+0.17%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.23%
5-Year Average Return4.45%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)19.03%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return19.03%
Worst 3-Yr Total Return2.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBTPIXCategory
YTD1.22%9.18%
1-Month0.78%-0.20%
3-Month0.87%3.85%
1-Year5.71%22.90%
3-Year2.07%7.45%
5-Year5.05%7.00%
10-Year4.68%4.81%
Last Bull Market0.64%11.80%
Last Bear Market-1.21%-12.04%

Annual Total Return (%) History

Year
BTPIXCategory
2024
N/AN/A
2023
3.71%N/A
2022
-1.65%N/A
2021
6.48%N/A
2020
7.46%7.89%
2019
7.54%11.90%
2018
2.91%-6.29%
2017
8.91%11.18%
2016
5.98%2.34%
2015
-2.00%-2.02%
2014
4.12%2.92%
2013
19.03%14.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.83%N/AN/AN/A
2023-0.87%3.06%1.36%0.15%
2022-2.21%-1.21%0.00%1.81%
20210.93%3.17%-1.70%4.03%
2020-3.32%4.14%1.95%4.70%
20191.55%2.13%-0.50%4.21%
20180.95%-0.94%1.90%0.99%
2017-1.04%1.31%1.55%6.97%
2016-1.67%-2.68%2.39%8.17%
2015-4.13%-1.41%-3.12%7.02%
2014-2.85%1.51%-0.09%5.67%
20134.20%-0.48%4.63%9.71%

Rank In Category (By Total Return)

YTD92
1-Month86
3-Month80
1-Year90
3-Year61
5-Year75

Load Adjusted Returns

1-Year5.71%
3-Year2.07%
5-Year5.05%
10-Year4.68%