Nasdaq - Delayed Quote USD
Northern Lights Fund Trust - Beech Hill Total Return Fund (BHTAX)
As of December 20 at 8:00 PM EST. Market Open.
Fund Summary
The fund invests primarily in: equity securities, fixed income securities, and cash equivalents selected using the adviser's asset allocation strategy. The advisor defines equity securities as common stock and convertible preferred stock of U.S. companies as well as American Depositary Receipts ("ADRs") representing common stock and convertible preferred stock of foreign issuers. It seeks income from both dividends paid by equity securities and interest payments from fixed income securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 14.25% |
| 5y Average Return | 6.95% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.25 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BHTAX | Category Average | BHTAX | Category Average | BHTAX | Category Average | |
| Alpha | 3.88 | -0.02 | 0.66 | -0.01 | -0.6 | -0.02 |
| BETA | 1.25 | 0.01 | 1.32 | 0.01 | 1.38 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 0.69 | 0.01 | 0.56 | 0 |
| R-squared | 89.44 | 0.76 | 89.99 | 0.73 | 87.76 | 0.73 |
| Standard Deviation | 16.08 | 0.13 | 17.53 | 0.11 | 14.51 | 0.09 |
| Sharpe Ratio | 0.23 | 0.01 | 0.36 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | 1.98 | 0.08 | 3.78 | 0.08 | 3.29 | 0.06 |
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