LIMIX
Cromwell Tran Sustainable Focus-Inst
$7.12
-0.02 (-0.28%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Growth |
---|---|
Market Cap | 32.858M |
52 Week High | 7.34 |
52 Week Low | 5.34 |
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Key Data
Symbol | LIMIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 7.12 |
Price Yesterday | 7.14 |
Market Cap | 32.86 |
YTD Return | 5.79% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 7.34 |
---|---|
52 Week Low | 5.34 |
Market Cap | 32.86M |
Shares Outstanding | 4.61M |
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 | -50.72% |
---|---|
Five Days | 89.98% |
One Months | -27.21% |
Three Months | 20.22% |
Six Months | 56.10% |
Nine Months | 20.16% |
One Year | 29.72% |
Three Years | -2.14% |
Five Years | 9.28% |
Ten Years | 9.11% |
YTD | 19.71% |
Since Inception | 8.38% |
Returns Total
One Day | -0.28% |
---|---|
Five Days | 1.28% |
One Month | -2.73% |
Three Months | 4.71% |
Six Months | 24.69% |
Nine Months | 14.84% |
One Year | 29.69% |
Three Years | -6.28% |
Five Years | 55.73% |
Ten Years | 138.61% |
YTD | 5.79% |
Since Inception | 279.53% |
Yearly Returns
2024 | 5.79% |
---|---|
2023 | 26.03% |
2022 | -35.12% |
2021 | 25.24% |
2020 | 29.55% |
2019 | 41.78% |
2018 | -9.58% |
2017 | 20.86% |
2016 | 1.61% |
2015 | 1.67% |
Risk against SP-DA
Alpha | 1.57% |
---|---|
Beta | 1.19 |
Correlation | 97.14% |
Downside Deviation | 3.30% |
Coefficient of determination | 94.37% |
Standard Deviation | 4.20% |
Sharpe Ratio | 0.36 |
Sortino | 1.57 |
Treynor | 20.48 |
Ulcer Index | 3.62 |
Ulcer Performance Index | 1.43 |