BQMGX
Bright Rock MidCap Growth-Inst
$23.23
-0.06 (-0.26%)
Currency in USD / Last Updated: 4/18/2024
Category | MidCap Growth |
---|---|
Market Cap | 83.626M |
52 Week High | 25.08 |
52 Week Low | 19.4 |
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Key Data
Symbol | BQMGX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 23.23 |
Price Yesterday | 23.29 |
Market Cap | 83.63 |
YTD Return | 2.02% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0113 |
Overview
52 Week High | 25.08 |
---|---|
52 Week Low | 19.40 |
Market Cap | 83.63M |
Shares Outstanding | 3.60M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -47.83% |
---|---|
Five Days | -86.76% |
One Months | -49.12% |
Three Months | 8.91% |
Six Months | 28.44% |
Nine Months | 3.60% |
One Year | 5.84% |
Three Years | 2.56% |
Five Years | 8.82% |
Ten Years | 9.89% |
YTD | 6.96% |
Since Inception | 10.23% |
Returns Total
One Day | -0.26% |
---|---|
Five Days | -3.93% |
One Month | -5.72% |
Three Months | 2.15% |
Six Months | 13.21% |
Nine Months | 2.70% |
One Year | 5.83% |
Three Years | 7.88% |
Five Years | 52.40% |
Ten Years | 156.29% |
YTD | 2.02% |
Since Inception | 285.50% |
Yearly Returns
2024 | 2.02% |
---|---|
2023 | 13.00% |
2022 | -19.32% |
2021 | 23.11% |
2020 | 19.61% |
2019 | 32.05% |
2018 | -6.68% |
2017 | 22.15% |
2016 | 13.69% |
2015 | 1.00% |
Risk against SP-DA
Alpha | -15.65% |
---|---|
Beta | 0.94 |
Correlation | 85.96% |
Downside Deviation | 3.53% |
Coefficient of determination | 73.89% |
Standard Deviation | 3.72% |
Sharpe Ratio | -1.3 |
Sortino | -4.73 |
Treynor | 0.49 |
Ulcer Index | 4.96 |
Ulcer Performance Index | -3.37 |