LIMAX
Cromwell Tran Sustainable Focus-Inv
$6.35
-0.06 (-0.94%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 32.581M |
52 Week High | 6.61 |
52 Week Low | 4.82 |
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Key Data
Symbol | LIMAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 6.35 |
Price Yesterday | 6.41 |
Market Cap | 32.58 |
YTD Return | 4.79% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.011 |
Overview
52 Week High | 6.61 |
---|---|
52 Week Low | 4.82 |
Market Cap | 32.58M |
Shares Outstanding | 5.13M |
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 | -90.67% |
---|---|
Five Days | 49.01% |
One Months | -29.92% |
Three Months | 12.93% |
Six Months | 60.69% |
Nine Months | 17.88% |
One Year | 31.78% |
Three Years | -2.65% |
Five Years | 8.87% |
Ten Years | 8.88% |
YTD | 15.88% |
Since Inception | 8.04% |
Returns Total
One Day | -0.94% |
---|---|
Five Days | 0.79% |
One Month | -3.05% |
Three Months | 3.08% |
Six Months | 26.49% |
Nine Months | 13.19% |
One Year | 31.74% |
Three Years | -7.73% |
Five Years | 52.83% |
Ten Years | 133.71% |
YTD | 4.79% |
Since Inception | 260.59% |
Yearly Returns
2024 | 4.79% |
---|---|
2023 | 25.73% |
2022 | -35.28% |
2021 | 24.86% |
2020 | 29.34% |
2019 | 41.39% |
2018 | -9.84% |
2017 | 20.52% |
2016 | 1.45% |
2015 | 1.41% |
Risk against SP-DA
Alpha | 2.03% |
---|---|
Beta | 1.18 |
Correlation | 96.86% |
Downside Deviation | 3.36% |
Coefficient of determination | 93.82% |
Standard Deviation | 4.16% |
Sharpe Ratio | 0.4 |
Sortino | 1.73 |
Treynor | 22.29 |
Ulcer Index | 3.63 |
Ulcer Performance Index | 1.6 |