LMOFX
Patient Opportunity-FI
$33.05
0.54 (1.66%)
Currency in USD / Last Updated: 4/22/2024
| Category | MidCap |
|---|---|
| Market Cap | 1403.557M |
| 52 Week High | 34.99 |
| 52 Week Low | 23.24 |
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Key Data
| Symbol | LMOFX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 33.05 |
| Price Yesterday | 32.51 |
| Market Cap | 1,403.56 |
| YTD Return | 5.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.016 |
Overview
| 52 Week High | 34.99 |
|---|---|
| 52 Week Low | 23.24 |
| Market Cap | 1,403.56M |
| Shares Outstanding | 42.47M |
| 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 | 6,278.52% |
|---|---|
| Five Days | 84.84% |
| One Months | -38.30% |
| Three Months | 41.79% |
| Six Months | 81.61% |
| Nine Months | 15.64% |
| One Year | 36.90% |
| Three Years | -7.75% |
| Five Years | 7.69% |
| Ten Years | 7.61% |
| YTD | 20.52% |
| Since Inception | 6.13% |
Returns Total
| One Day | 1.66% |
|---|---|
| Five Days | 1.23% |
| One Month | -3.76% |
| Three Months | 9.11% |
| Six Months | 34.40% |
| Nine Months | 11.50% |
| One Year | 36.68% |
| Three Years | -21.43% |
| Five Years | 44.71% |
| Ten Years | 107.80% |
| YTD | 5.86% |
| Since Inception | 231.16% |
Yearly Returns
| 2024 | 5.86% |
|---|---|
| 2023 | 39.19% |
| 2022 | -36.15% |
| 2021 | -3.32% |
| 2020 | 38.50% |
| 2019 | 33.84% |
| 2018 | -9.82% |
| 2017 | 25.91% |
| 2016 | -0.25% |
| 2015 | 0.41% |
Risk against SP-DA
| Alpha | 1.96% |
|---|---|
| Beta | 1.66 |
| Correlation | 91.58% |
| Downside Deviation | 5.42% |
| Coefficient of determination | 83.87% |
| Standard Deviation | 6.18% |
| Sharpe Ratio | 0.64 |
| Sortino | 2.52 |
| Treynor | 19.02 |
| Ulcer Index | 7.84 |
| Ulcer Performance Index | 1.74 |