Sherwood Forest Alternative C

 (MUTF:SFCDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.05%  
1 week
   
-0.47%  
4 week
   
-3.67%  
3 month
   
-7.32%  
YTD
   
-3.67%  
1 year
   
-8.28%  
3 years*
   
-2.64%  
5 years*
   
-3.80%  
*annualized
Best 3 month return+9.91%  
Worst 3 month return-7.03%  

Morningstar statistics

Morningstar category: Managed Futures
  Return Risk Rating
3 years Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets12.09M 
Front load-  
Deferred load2.00%  
Expense ratio2.78%  
Management fee-  
Fund familyWorld Funds 

Asset allocation

Cash53.16%  
Stocks49.09%  
Bonds-0.07%  
Preferred0.59%  
Other0.07%  

Purchase information

Initial$2,500  
Additional$100  
AIP Initial$100  
AIP Additional$100  
21.320.00(0.00%)
Feb 5, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation by realizing gains during periods of rising and declining markets. The fund applies proprietary methodologies to take advantage of potential short-term, intermediate term and long-term moves that seem to play out in various markets - the fund's investment advisor refers to this management approach as Trend Following. In implementing this Trend Following, it will invest in exchange traded funds (ETFs) which represent various major indices. These indices include: U.S. and overseas equity markets; U.S. fixed income markets; broad commodity indices; and, various currency indices. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Douglas Stewart (Started: Feb 12, 2009)
Joseph McDonald (Started: Feb 12, 2009)
Advisor Company:
Sherwood Forest Capital Management, LLC
Fund family reports on Morningstar »
World Funds, 1500 Forest Avenue, Suite 223, Richmond, VA 23229, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.03 -4.12     -     -
Beta* 0.51 0.24     -     -
Mean annual return 0.02 -0.05     -     -
R-squared* 74.69 25.36     -     -
Standard deviation 6.30 7.28     -     -
Sharpe ratio 0.01 -0.09     -     -
* Against standard index

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