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BHTAX

Beech Hill Total Return-A\Disc

$10.59 0.00 (0.00%)
Currency in USD / Last Updated: 3/27/2024
Category Tactical
Market Cap 16.881M
52 Week High 11.11
52 Week Low 9.703
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Key Data
Symbol BHTAX
Type Mutual Fund
Category Tactical
Price 10.59
Price Yesterday 10.59
Market Cap 16.88
YTD Return 0.00%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.04
Initial Purchase Amount 500
Redeption Fee 0.01
Prospectus 0.0175
Overview
52 Week High 11.11
52 Week Low 9.70
Market Cap 16.88M
Shares Outstanding 1.59M
Income Dividend Yield 0.09%
Long Term Dividend Yield 35.91%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 36.00%
Returns Annualized
One Day 0.00%
Five Days 0.00%
One Months 0.00%
Three Months 0.00%
Six Months 6.18%
Nine Months -0.39%
One Year 8.75%
Three Years 1.10%
Five Years 6.41%
Ten Years 5.20%
YTD 0.00%
Since Inception 5.34%
Returns Total
One Day 0.00%
Five Days 0.00%
One Month 0.00%
Three Months 0.00%
Six Months 3.02%
Nine Months -0.29%
One Year 8.74%
Three Years 3.34%
Five Years 36.33%
Ten Years 65.91%
YTD 0.00%
Since Inception 97.54%
Yearly Returns
2024 0.00%
2023 14.25%
2022 -19.53%
2021 19.25%
2020 12.63%
2019 21.11%
2018 -10.38%
2017 22.19%
2016 8.56%
2015 -7.70%
Risk against SP-DA
Alpha -14.20%
Beta 0.61
Correlation 76.11%
Downside Deviation 3.00%
Coefficient of determination 57.92%
Standard Deviation 2.71%
Sharpe Ratio -2.7
Sortino -8.44
Treynor 5.67
Ulcer Index 4.17
Ulcer Performance Index -6.08

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