NasdaqGM - Delayed Quote USD
Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund (RWSIX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.29% |
| 5y Average Return | 11.97% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 22.44% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 22.44% |
| Worst 3Y Total Return | 6.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RWSIX
Category
- YTD
- 9.61%
- 9.69%
- 1-Month
- -1.21%
- 0.97%
- 3-Month
- 0.86%
- 5.21%
- 1-Year
- 19.28%
- 27.45%
- 3-Year
- 4.58%
- 8.85%
- 5-Year
- 11.32%
- 8.56%
- 10-Year
- 0.00%
- 5.61%
- Last Bull Market
- 14.44%
- 10.63%
- Last Bear Market
- -2.15%
- -12.05%
Annual Total Return (%) History
Year
RWSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.16% | 1.34% | 4.12% | -- |
| 2023 | 4.86% | 2.21% | -3.83% | 5.65% |
| 2022 | -9.55% | -2.15% | 1.48% | 4.51% |
| 2021 | 8.53% | 5.74% | -1.41% | 4.50% |
| 2020 | -7.46% | 9.54% | 3.44% | 16.76% |
| 2019 | 1.45% | 1.68% | 0.87% | 6.85% |
| 2018 | -0.60% | 2.33% | 1.39% | -6.47% |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 38 |
| 3-Month | 52 |
| 1-Year | 49 |
| 3-Year | 13 |
| 5-Year | 7 |
Load Adjusted Returns
| 1-Year | 19.28% |
| 3-Year | 4.58% |
| 5-Year | 11.32% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 14.29% |
| 5y Average Return | 11.97% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Redwood Investment Management, LLC |
| Net Assets | 245.34M |
| YTD Return | 9.61% |
| Yield | 4.45% |
| Morningstar Rating | |
| Inception Date | Nov 02, 2017 |
Fund Summary
Utilizing a quantitative and tactical approach, the fund implements an investment strategy that seeks to hold a diversified portfolio of securities, ETFs, open-end investment companies and/or closed-end investment companies, including tender offer and interval funds within any of the following asset classes when, in the view of the Adviser, various risk measurements show the potential to produce positive returns: domestic and international small-cap equities; growth and income equities; preferred securities; convertible bonds; high yield bonds and leveraged loans.
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