CFIMX
Clipper
$145.59
1.73 (1.20%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap |
---|---|
Market Cap | 1175.074M |
52 Week High | 145.59 |
52 Week Low | 99.746 |
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Key Data
Symbol | CFIMX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 145.59 |
Price Yesterday | 143.86 |
Market Cap | 1,175.07 |
YTD Return | 12.64% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0071 |
Overview
52 Week High | 145.59 |
---|---|
52 Week Low | 99.75 |
Market Cap | 1,175.07M |
Shares Outstanding | 8.07M |
Income Dividend Yield | 0.88% |
Long Term Dividend Yield | 4.24% |
Short Term Dividend Yield | 0.30% |
52 Week Yield (All) | 5.41% |
Returns Annualized
One Day | 1,939.65% |
---|---|
Five Days | 56.67% |
One Months | 61.01% |
Three Months | 62.41% |
Six Months | 65.62% |
Nine Months | 40.25% |
One Year | 45.86% |
Three Years | 8.25% |
Five Years | 12.63% |
Ten Years | 10.62% |
YTD | 64.95% |
Since Inception | 10.76% |
Returns Total
One Day | 1.20% |
---|---|
Five Days | 0.89% |
One Month | 4.04% |
Three Months | 12.66% |
Six Months | 28.40% |
Nine Months | 28.84% |
One Year | 45.81% |
Three Years | 26.79% |
Five Years | 81.06% |
Ten Years | 173.79% |
YTD | 12.64% |
Since Inception | 3,674.70% |
Yearly Returns
2024 | 12.64% |
---|---|
2023 | 31.48% |
2022 | -18.75% |
2021 | 17.78% |
2020 | 9.96% |
2019 | 29.63% |
2018 | -12.92% |
2017 | 17.69% |
2016 | 15.62% |
2015 | 6.44% |
Risk against SP-DA
Alpha | 5.82% |
---|---|
Beta | 1.21 |
Correlation | 98.40% |
Downside Deviation | 3.05% |
Coefficient of determination | 96.82% |
Standard Deviation | 4.12% |
Sharpe Ratio | 0.82 |
Sortino | 3.85 |
Treynor | 33.65 |
Ulcer Index | 3.46 |
Ulcer Performance Index | 3.41 |