BMPEX
Beck Mack & Oliver Partners
$23.36
0.41 (1.79%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap |
---|---|
Market Cap | 67.779M |
52 Week High | 24.15 |
52 Week Low | 17.245 |
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Key Data
Symbol | BMPEX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 23.36 |
Price Yesterday | 22.95 |
Market Cap | 67.78 |
YTD Return | 6.86% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0.02 |
Prospectus | 0.01 |
Overview
52 Week High | 24.15 |
---|---|
52 Week Low | 17.25 |
Market Cap | 67.78M |
Shares Outstanding | 2.90M |
Income Dividend Yield | 0.03% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.03% |
Returns Annualized
One Day | 8,606.47% |
---|---|
Five Days | 123.78% |
One Months | -21.28% |
Three Months | 31.88% |
Six Months | 63.39% |
Nine Months | 21.41% |
One Year | 31.83% |
Three Years | 9.81% |
Five Years | 14.99% |
Ten Years | 7.70% |
YTD | 23.94% |
Since Inception | 10.09% |
Returns Total
One Day | 1.79% |
---|---|
Five Days | 1.61% |
One Month | -1.97% |
Three Months | 7.16% |
Six Months | 27.55% |
Nine Months | 15.74% |
One Year | 31.79% |
Three Years | 32.29% |
Five Years | 100.81% |
Ten Years | 109.58% |
YTD | 6.86% |
Since Inception | 297.41% |
Yearly Returns
2024 | 6.86% |
---|---|
2023 | 32.28% |
2022 | -21.11% |
2021 | 53.66% |
2020 | 5.06% |
2019 | 32.36% |
2018 | -15.08% |
2017 | 17.87% |
2016 | 10.52% |
2015 | -15.23% |
Risk against SP-DA
Alpha | 4.21% |
---|---|
Beta | 1.16 |
Correlation | 94.79% |
Downside Deviation | 3.34% |
Coefficient of determination | 89.85% |
Standard Deviation | 4.18% |
Sharpe Ratio | 0.5 |
Sortino | 2.16 |
Treynor | 22.88 |
Ulcer Index | 3.3 |
Ulcer Performance Index | 2.18 |