West Hills Tactical Core Fund (LEBOX)
The fund seeks to achieve its investment objective by investing at least 50% of net assets in common stocks or exchange traded funds ("ETFs") included in the S&P 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. It may also hold up to 50% of net assets in cash and cash equivalents as a means of reducing the fund's volatility when the Adviser's view of volatility indexes mandates.
Fund Info
US3520052016
352005201
Jul 31, 2008
$1,000
Expense Ratio
LEBOX has a high expense ratio of 1.49%, indicating above-average management fees.
Share Price Chart
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Performance
Performance Chart
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Returns By Period
LEBOX
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^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of LEBOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.09% | -0.09% | |||||||||||
| 2024 | 1.27% | 2.92% | 2.03% | -1.99% | 3.25% | 1.38% | 0.97% | 1.25% | 1.80% | -0.65% | 4.12% | -1.30% | 15.92% |
| 2023 | 4.54% | -1.65% | 2.63% | 1.63% | 0.69% | 3.07% | 1.88% | -0.43% | -3.26% | -1.69% | 5.84% | 2.27% | 16.22% |
| 2022 | -3.90% | -2.14% | 2.88% | -6.17% | 0.24% | -5.72% | 6.58% | -2.85% | -6.96% | 6.17% | 4.70% | -3.90% | -11.71% |
| 2021 | -0.80% | 2.68% | 4.18% | 3.76% | 0.85% | 1.80% | 1.88% | 2.31% | -3.61% | 4.92% | -0.78% | 3.71% | 22.61% |
| 2020 | -0.29% | 1.47% | -0.59% | 0.00% | 0.58% | -0.15% | 0.29% | 0.00% | -0.14% | -3.63% | 9.94% | 3.53% | 10.97% |
| 2019 | 0.15% | -0.00% | -0.16% | 0.29% | -0.29% | 0.57% | -0.29% | 0.73% | -0.21% | 0.29% | -0.73% | 0.38% | 0.73% |
| 2018 | 0.29% | -0.58% | 0.70% | -0.58% | 0.15% | -0.12% | 0.29% | -0.29% | -0.23% | -0.15% | 0.73% | 0.29% | 0.50% |
| 2017 | -0.71% | 0.14% | -0.71% | -0.29% | -0.43% | 0.00% | 0.29% | 0.14% | 0.00% | 0.14% | 0.14% | 0.01% | -1.27% |
| 2016 | -0.57% | -0.14% | 1.80% | -0.56% | -0.43% | -0.28% | 0.57% | 0.00% | -0.28% | -0.71% | 0.29% | 0.57% | 0.22% |
| 2015 | -0.82% | 2.75% | -0.62% | 0.41% | -0.40% | -0.68% | -0.68% | -0.96% | -0.31% | -0.42% | -0.00% | -0.96% | -2.71% |
| 2014 | -0.93% | 1.33% | 0.24% | 0.40% | 0.00% | 1.35% | -0.39% | 1.45% | -2.22% | 0.27% | -0.67% | -0.95% | -0.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 85, LEBOX is among the top 15% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for West Hills Tactical Core Fund (LEBOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
West Hills Tactical Core Fund provided a 102.46% dividend yield over the last twelve months, with an annual payout of $10.95 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $10.95 | $0.26 | $0.00 | $0.00 | $0.00 | $0.06 | $0.09 | $0.08 | $0.03 | $0.02 | $0.08 | $0.23 |
Dividend yield | 102.46% | 2.47% | 0.00% | 0.00% | 0.00% | 0.74% | 1.32% | 1.22% | 0.45% | 0.23% | 1.18% | 3.13% |
Monthly Dividends
The table displays the monthly dividend distributions for West Hills Tactical Core Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $10.69 | $10.69 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.09 |
| 2018 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.08 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.08 |
| 2014 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the West Hills Tactical Core Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the West Hills Tactical Core Fund was 17.71%, occurring on Oct 12, 2022. Recovery took 291 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.71% | Jan 5, 2022 | 194 | Oct 12, 2022 | 291 | Dec 8, 2023 | 485 |
| -13.91% | Apr 28, 2011 | 2233 | Mar 12, 2020 | 208 | Jan 7, 2021 | 2441 |
| -10.55% | Nov 5, 2008 | 82 | Mar 5, 2009 | 94 | Jul 20, 2009 | 176 |
| -6.89% | Apr 26, 2010 | 49 | Jul 2, 2010 | 165 | Feb 28, 2011 | 214 |
| -4.7% | Jul 17, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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