COAGX
Caldwell&Orkin-Gator Capital Long/Short
$40.60
-0.03 (-0.07%)
Currency in USD / Last Updated: 4/17/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 33.082M |
| 52 Week High | 42.12 |
| 52 Week Low | 28.83 |
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Key Data
| Symbol | COAGX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 40.6 |
| Price Yesterday | 40.63 |
| Market Cap | 33.08 |
| YTD Return | 8.59% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0314 |
Overview
| 52 Week High | 42.12 |
|---|---|
| 52 Week Low | 28.83 |
| Market Cap | 33.08M |
| Shares Outstanding | 0.81M |
| 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 | -17.00% |
|---|---|
| Five Days | -62.63% |
| One Months | -1.40% |
| Three Months | 45.34% |
| Six Months | 48.55% |
| Nine Months | 36.43% |
| One Year | 34.30% |
| Three Years | 12.68% |
| Five Years | 14.56% |
| Ten Years | 7.56% |
| YTD | 32.41% |
| Since Inception | 7.75% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | -1.93% |
| One Month | -0.12% |
| Three Months | 9.79% |
| Six Months | 21.67% |
| Nine Months | 26.36% |
| One Year | 34.26% |
| Three Years | 42.96% |
| Five Years | 96.99% |
| Ten Years | 106.88% |
| YTD | 8.59% |
| Since Inception | 1,077.15% |
Yearly Returns
| 2024 | 8.59% |
|---|---|
| 2023 | 31.98% |
| 2022 | -7.18% |
| 2021 | 27.17% |
| 2020 | 11.06% |
| 2019 | 24.20% |
| 2018 | -15.53% |
| 2017 | 0.93% |
| 2016 | -10.17% |
| 2015 | 5.11% |
Risk against SP-DA
| Alpha | 14.13% |
|---|---|
| Beta | 0.84 |
| Correlation | 88.67% |
| Downside Deviation | 1.28% |
| Coefficient of determination | 78.63% |
| Standard Deviation | 3.24% |
| Sharpe Ratio | 1.02 |
| Sortino | 8.94 |
| Treynor | 34.26 |
| Ulcer Index | 1.44 |
| Ulcer Performance Index | 7.91 |