Performance
Trailing returns
| 1 day |
| -1.18% | |||
| 1 week | +4.50% |
| |||
| 4 week | +1.71% |
| |||
| 3 month | +3.58% |
| |||
| YTD | +12.08% |
| |||
| 1 year | +0.44% |
| |||
| 3 years* | - | ||||
| 5 years* | - | ||||
| *annualized | |||||
| Best 3 month return | +9.27% | |
| Worst 3 month return | -9.82% |
Morningstar statistics
Morningstar category: Alternative Strategies
Key statistics
| Total assets | 19.65M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | - | |
| Management fee | 1.75% | |
| Fund family | Barometer Capital Management Inc. |
Purchase information
| Initial | $150,000 | |
| Additional | $5,000 | |
| IRA Initial | $150,000 |
11.04+0.23(2.16%)
May 17, 4:30PM EDT
Description
The investment objective of the Tactical ETF Pool is to generate income and achieve long-term capital appreciation by primarily investing in ETFs. The Tactical ETF Pool�s potential investments are not restricted by market capitalization, size or sector. However due to our strict liquidity requirements, we focus our investments in actively traded ETFs. The Tactical ETF Pool may use commodity ETFs and inverse ETFs for hedging and non-hedging purposes.
Asset managers:
Greg Guichon (Started: Aug 5, 2010)
David Burrows (Started: Aug 5, 2010)
Greg Guichon (Started: Aug 5, 2010)
David Burrows (Started: Aug 5, 2010)
Advisor Company:
Barometer Capital Management Inc.
Barometer Capital Management Inc.
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | - | - | - | - | |
| Beta* | - | - | - | - | |
| Mean annual return | 0.09 | - | - | - | |
| R-squared* | - | - | - | - | |
| Standard deviation | 10.06 | - | - | - | |
| Sharpe ratio | 0.00 | - | - | - | |
| * Against standard index | |||||