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West Hills Tactical Core Fund: (MF: LEBOX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$10.71 USD
+0.02 (0.19%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.52 | 73 |
| 3 months | 3.63 | 84 |
| 6 months | 7.00 | 68 |
| 1 Year | 14.80 | 86 |
| 3 Year | 5.99 | 48 |
| 5 Year | 9.20 | 83 |
| 10 Year | 3.81 | 96 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 62.20 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 13.90 |
| 5 Year | 8.81 |
| 10 Year | 3.68 |
| Since Inception | 2.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.34 | 2.58 | NA | NA |
| 2023 | 5.52 | 5.47 | -1.87 | 6.41 |
| 2022 | -3.25 | -11.32 | -3.66 | 6.82 |
| 2021 | 6.11 | 6.51 | 0.47 | 7.96 |
| 2020 | 0.57 | 0.43 | 0.14 | 9.69 |
| 2019 | -0.29 | 0.57 | 0.22 | -0.05 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.52 | 16.21 | -11.71 | 22.60 | 10.96 | 0.45 | 0.08 | -1.26 | 0.22 | -2.71 | -0.70 |
| % Total Return Rel to Index | -8.02 | -10.03 | 6.49 | -6.07 | -7.43 | -31.03 | 4.48 | -23.06 | -11.71 | -4.10 | -14.35 |
| % Total Return Rel to Peer | -3.32 | -6.78 | 7.98 | 0.54 | -8.95 | -27.97 | 6.94 | -21.94 | -7.59 | -1.11 | -8.91 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 5.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.07 | 0.05 | 0.03 | 0.01 | 0.08 | 0.19 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.71 | 0.99 | 0.77 | 0.42 | 0.21 | 1.12 | 2.48 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.88 | 1.55 | 1.56 | 1.00 | 1.12 | 1.75 | 1.75 | 1.75 | 1.75 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%