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Westwood Broadmark Tactical Gr Inst (FTGWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.36+0.03 (+0.11%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.53%
5-Year Average Return3.44%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)15.74%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return15.74%
Worst 3-Yr Total Return0.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFTGWXCategory
YTD1.72%9.18%
1-Month1.83%-0.20%
3-Month1.16%3.85%
1-Year4.24%22.90%
3-Year-0.67%7.45%
5-Year3.78%7.00%
10-Year3.20%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%N/AN/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)

YTD90
1-Month68
3-Month76
1-Year93
3-Year77
5-Year85

Load Adjusted Returns

1-Year4.24%
3-Year-0.67%
5-Year3.78%
10-Year3.20%