EWMCX
Evercore Equity
$34.96
-0.04 (-0.11%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 437.056M |
52 Week High | 36.51 |
52 Week Low | 27.697 |
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Key Data
Symbol | EWMCX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 34.96 |
Price Yesterday | 35 |
Market Cap | 437.06 |
YTD Return | 4.11% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0093 |
Overview
52 Week High | 36.51 |
---|---|
52 Week Low | 27.70 |
Market Cap | 437.06M |
Shares Outstanding | 12.50M |
Income Dividend Yield | 0.50% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.50% |
Returns Annualized
One Day | -25.06% |
---|---|
Five Days | 116.12% |
One Months | -35.85% |
Three Months | 15.42% |
Six Months | 42.73% |
Nine Months | 13.75% |
One Year | 23.37% |
Three Years | 6.46% |
Five Years | 14.07% |
Ten Years | 12.42% |
YTD | 13.72% |
Since Inception | 9.51% |
Returns Total
One Day | -0.11% |
---|---|
Five Days | 1.54% |
One Month | -3.80% |
Three Months | 3.65% |
Six Months | 19.28% |
Nine Months | 10.19% |
One Year | 23.34% |
Three Years | 20.59% |
Five Years | 92.88% |
Ten Years | 221.74% |
YTD | 4.11% |
Since Inception | 2,437.01% |
Yearly Returns
2024 | 4.11% |
---|---|
2023 | 27.95% |
2022 | -21.17% |
2021 | 29.40% |
2020 | 24.17% |
2019 | 38.46% |
2018 | -4.94% |
2017 | 25.35% |
2016 | 5.31% |
2015 | -2.30% |
Risk against SP-DA
Alpha | -2.14% |
---|---|
Beta | 1.05 |
Correlation | 97.37% |
Downside Deviation | 3.20% |
Coefficient of determination | 94.80% |
Standard Deviation | 3.70% |
Sharpe Ratio | -0.09 |
Sortino | -0.37 |
Treynor | 17.12 |
Ulcer Index | 3.16 |
Ulcer Performance Index | -0.37 |