FBPBX
Cantor FBP Appreciation & Income Op\Disc
$20.17
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 29.405M |
| 52 Week High | 21.02 |
| 52 Week Low | 18.47 |
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Key Data
| Symbol | FBPBX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 20.17 |
| Price Yesterday | 20.17 |
| Market Cap | 29.41 |
| YTD Return | 0.95% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000 |
| Redeption Fee | 0 |
| Prospectus | 0.0107 |
Overview
| 52 Week High | 21.02 |
|---|---|
| 52 Week Low | 18.47 |
| Market Cap | 29.41M |
| Shares Outstanding | 1.46M |
| 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 | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 13.78% |
| Six Months | 3.02% |
| Nine Months | -0.92% |
| One Year | 8.25% |
| Three Years | 5.32% |
| Five Years | -0.21% |
| Ten Years | 1.33% |
| YTD | 1.24% |
| Since Inception | 1.76% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 3.38% |
| Six Months | 1.51% |
| Nine Months | -0.69% |
| One Year | 8.21% |
| Three Years | 16.72% |
| Five Years | -1.03% |
| Ten Years | 14.08% |
| YTD | 0.95% |
| Since Inception | 66.56% |
Yearly Returns
| 2023 | 0.95% |
|---|---|
| 2022 | -14.65% |
| 2021 | 22.12% |
| 2020 | -0.42% |
| 2019 | 10.06% |
| 2018 | -9.19% |
| 2017 | 4.33% |
| 2016 | 13.25% |
| 2015 | -13.94% |
| 2014 | 0.48% |
Risk against SP-DA
| Alpha | -5.30% |
|---|---|
| Beta | 0.54 |
| Correlation | 72.46% |
| Downside Deviation | 3.42% |
| Coefficient of determination | 52.50% |
| Standard Deviation | 3.52% |
| Sharpe Ratio | -1.07 |
| Sortino | -3.8 |
| Treynor | 6.75 |
| Ulcer Index | 4.29 |
| Ulcer Performance Index | -3.03 |