IPFPX
Poplar Forest Partners-Inst
$53.31
0.19 (0.36%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Value |
---|---|
Market Cap | 321.273M |
52 Week High | 54.8 |
52 Week Low | 43.027 |
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Key Data
Symbol | IPFPX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 53.31 |
Price Yesterday | 53.12 |
Market Cap | 321.27 |
YTD Return | 6.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0095 |
Overview
52 Week High | 54.80 |
---|---|
52 Week Low | 43.03 |
Market Cap | 321.27M |
Shares Outstanding | 6.03M |
Income Dividend Yield | 2.24% |
Long Term Dividend Yield | 1.42% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.65% |
Returns Annualized
One Day | 146.12% |
---|---|
Five Days | 268.31% |
One Months | -2.75% |
Three Months | 29.99% |
Six Months | 48.30% |
Nine Months | 16.10% |
One Year | 13.54% |
Three Years | 7.60% |
Five Years | 10.00% |
Ten Years | 7.27% |
YTD | 22.63% |
Since Inception | 10.12% |
Returns Total
One Day | 0.36% |
---|---|
Five Days | 2.62% |
One Month | -0.24% |
Three Months | 6.77% |
Six Months | 21.57% |
Nine Months | 11.90% |
One Year | 13.53% |
Three Years | 24.51% |
Five Years | 60.92% |
Ten Years | 101.47% |
YTD | 6.60% |
Since Inception | 295.92% |
Yearly Returns
2024 | 6.60% |
---|---|
2023 | 5.00% |
2022 | 0.82% |
2021 | 39.23% |
2020 | -1.27% |
2019 | 21.64% |
2018 | -18.61% |
2017 | 6.80% |
2016 | 26.23% |
2015 | -6.82% |
Risk against SP-DA
Alpha | -8.37% |
---|---|
Beta | 0.86 |
Correlation | 82.52% |
Downside Deviation | 3.20% |
Coefficient of determination | 68.10% |
Standard Deviation | 3.59% |
Sharpe Ratio | -0.89 |
Sortino | -3.43 |
Treynor | 9.46 |
Ulcer Index | 4.09 |
Ulcer Performance Index | -2.69 |