CFSMX
Clarkston Partners Founders
$13.77
-0.20 (-1.43%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap Value |
---|---|
Market Cap | 1285.311M |
52 Week High | 14.65 |
52 Week Low | 12.023 |
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Key Data
Symbol | CFSMX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 13.77 |
Price Yesterday | 13.97 |
Market Cap | 1,285.31 |
YTD Return | -1.85% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000000 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 14.65 |
---|---|
52 Week Low | 12.02 |
Market Cap | 1,285.31M |
Shares Outstanding | 93.34M |
Income Dividend Yield | 0.36% |
Long Term Dividend Yield | 3.01% |
Short Term Dividend Yield | 0.46% |
52 Week Yield (All) | 3.83% |
Returns Annualized
One Day | -97.37% |
---|---|
Five Days | 24.65% |
One Months | -43.36% |
Three Months | -8.53% |
Six Months | 29.59% |
Nine Months | -3.90% |
One Year | 5.57% |
Three Years | -1.21% |
Five Years | 7.41% |
Ten Years | -999 |
YTD | -5.73% |
Since Inception | 8.46% |
Returns Total
One Day | -1.43% |
---|---|
Five Days | 0.44% |
One Month | -4.84% |
Three Months | -2.20% |
Six Months | 13.71% |
Nine Months | -2.95% |
One Year | 5.57% |
Three Years | -3.58% |
Five Years | 42.86% |
Ten Years | -999 |
YTD | -1.85% |
Since Inception | 100.73% |
Yearly Returns
2024 | -1.85% |
---|---|
2023 | 6.54% |
2022 | -0.02% |
2021 | 8.08% |
2020 | 17.56% |
2019 | 24.10% |
2018 | -7.11% |
2017 | 13.04% |
2016 | 15.64% |
2015 | 0.28% |
Risk against SP-DA
Alpha | -21.72% |
---|---|
Beta | 1.06 |
Correlation | 83.61% |
Downside Deviation | 4.19% |
Coefficient of determination | 69.91% |
Standard Deviation | 4.33% |
Sharpe Ratio | -1.36 |
Sortino | -4.87 |
Treynor | 0.18 |
Ulcer Index | 6.18 |
Ulcer Performance Index | -3.3 |