Longboard Alternative Growth Fund (LONGX)
The investment seeks long-term capital appreciation. The fund pursues its investment objective using three principal strategies: an Equity Strategy, a Futures Strategy and a Fixed Income Strategy. Under normal market conditions, the fund's assets are allocated among the three strategies according to the fund's asset allocation model which, consistent with the fund's benchmark, the Morningstar Moderate Target Risk Index, targets exposures generally equivalent to 60% stocks/40% bonds although exposures may vary at the Adviser's discretion. It is non-diversified.
Fund Info
US66538F6943
66538F694
Mar 15, 2015
$10,000
Expense Ratio
LONGX has a high expense ratio of 1.99%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Longboard Alternative Growth Fund (LONGX) returned -2.64% year-to-date (YTD) and 3.98% over the past 12 months. Over the past 10 years, LONGX returned -5.62% annually, underperforming the S&P 500 benchmark at 10.85%.
LONGX
-2.64%
2.06%
-9.05%
3.98%
3.99%
6.94%
-5.62%
^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 LONGX, 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 | 2.51% | -1.19% | -3.28% | -2.63% | 2.06% | -2.64% | |||||||
| 2024 | -0.31% | 5.78% | 3.99% | -4.55% | 3.65% | -1.22% | 5.74% | 0.14% | 0.75% | -0.61% | 8.29% | -6.58% | 14.95% |
| 2023 | 1.71% | -0.46% | -3.21% | -0.81% | -1.80% | 6.61% | 1.75% | -1.64% | -3.79% | -3.19% | 5.81% | 5.25% | 5.64% |
| 2022 | -5.41% | -0.47% | 0.56% | -3.86% | 0.28% | -5.29% | 3.17% | -1.53% | -4.75% | 6.83% | 1.71% | -4.46% | -13.17% |
| 2021 | 0.42% | 2.95% | 0.89% | 3.11% | 0.13% | 0.06% | 0.98% | 1.75% | -3.12% | 4.20% | -1.39% | 3.34% | 13.89% |
| 2020 | 5.75% | -13.95% | 8.40% | 6.02% | 2.06% | 1.52% | 6.22% | 3.83% | -1.88% | -2.61% | 6.69% | 4.80% | 27.70% |
| 2019 | -4.10% | 1.39% | 4.31% | 0.40% | 1.61% | 4.35% | 3.89% | 5.38% | -5.54% | -0.18% | 1.47% | 0.63% | 13.82% |
| 2018 | 4.41% | -6.43% | -0.19% | -0.66% | 3.98% | 0.18% | 1.09% | 4.05% | -2.68% | -10.59% | -0.80% | 1.03% | -7.42% |
| 2017 | -1.45% | 4.91% | 0.00% | 2.92% | 1.70% | -0.22% | 1.68% | 0.99% | 2.29% | 6.29% | 3.11% | -73.54% | -67.11% |
| 2016 | -1.60% | -4.67% | 2.03% | -5.12% | 4.19% | 8.88% | -0.87% | -4.80% | -2.16% | -2.94% | 4.98% | 6.57% | 3.27% |
| 2015 | -0.40% | -5.62% | 2.77% | 0.93% | 4.92% | -7.04% | 3.47% | 2.54% | 1.98% | -2.31% | 0.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LONGX is 20, meaning it’s performing worse than 80% of other 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 Longboard Alternative Growth Fund (LONGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Longboard Alternative Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.69 | $0.98 | $0.27 | $0.00 | $0.00 | $0.30 | $116.85 | $7.70 | $0.22 |
Dividend yield | 0.00% | 0.00% | 5.40% | 7.64% | 1.72% | 0.00% | 0.00% | 3.10% | 1,074.01% | 23.29% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Longboard Alternative Growth 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.69 |
| 2022 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $116.85 | $116.85 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.70 | $7.70 |
| 2015 | $0.22 | $0.22 |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Longboard Alternative Growth 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 Longboard Alternative Growth Fund was 76.91%, occurring on Jan 18, 2019. The portfolio has not yet recovered.
The current Longboard Alternative Growth Fund drawdown is 58.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.91% | Nov 30, 2017 | 285 | Jan 18, 2019 | — | — | — |
| -13.78% | Aug 19, 2015 | 170 | Apr 21, 2016 | 169 | Dec 20, 2016 | 339 |
| -7.06% | Mar 23, 2015 | 32 | May 6, 2015 | 46 | Jul 13, 2015 | 78 |
| -6.26% | Mar 2, 2017 | 31 | Apr 13, 2017 | 6 | Apr 24, 2017 | 37 |
| -5.03% | Apr 27, 2017 | 15 | May 17, 2017 | 9 | May 31, 2017 | 24 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...