Performance
Trailing returns
| 1 day | +0.63% |
| |||
| 1 week | +1.34% |
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| 4 week | +2.95% |
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| 3 month | +2.60% |
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| YTD | +6.60% |
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| 1 year | +8.34% |
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| 3 years* | +2.63% |
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| 5 years* | +1.35% |
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| *annualized | |||||
| Best 3 month return | +14.78% | |
| Worst 3 month return | -21.89% |
Morningstar statistics
Morningstar category: Tactical Balanced
| Return | Risk | Rating | |
| 3 years | Below Average | High |
 
|
| 5 years | Below Average | High |
|
| 10 years | - | - | - |
| Overall | Below Average | High |
|
Key statistics
| Total assets | 15.11M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | 1.95% | |
| Fund family | Barometer Capital Management Inc. |
Purchase information
| Initial | $150,000 | |
| Additional | $5,000 | |
| IRA Initial | $150,000 |
10.75+0.07(0.63%)
May 17, 4:30PM EDT
Overall Morningstar RatingTM
Description
The investment objective of the Global Tactical Balanced Pool is to achieve long-term capital appreciation by investing primarily in leading companies in leading sectors. The Global Tactical Balanced Pool�s holdings are not restricted by market capitalization size or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded and income producing securities.
Asset managers:
Greg Guichon (Started: Jan 5, 2007)
David Burrows (Started: Jan 5, 2007)
Greg Guichon (Started: Jan 5, 2007)
David Burrows (Started: Jan 5, 2007)
Advisor Company:
Barometer Capital Management Inc.
Barometer Capital Management Inc.
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 0.96 | -3.62 | -0.24 | - | |
| Beta* | 0.61 | 0.91 | 0.61 | - | |
| Mean annual return | 0.69 | 0.29 | 0.20 | - | |
| R-squared* | 19.67 | 11.18 | 12.44 | - | |
| Standard deviation | 5.52 | 13.62 | 14.01 | - | |
| Sharpe ratio | 1.32 | 0.20 | 0.10 | - | |
| * Against standard index | |||||