LSOFX
LS Opportunity-Inst
$18.18
0.04 (0.22%)
Currency in USD / Last Updated: 3/28/2024
Category | Long-Short Equity |
---|---|
Market Cap | 181.609M |
52 Week High | 18.18 |
52 Week Low | 15.14 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | LSOFX |
---|---|
Type | Mutual Fund |
Category | Long-Short Equity |
Price | 18.18 |
Price Yesterday | 18.14 |
Market Cap | 181.61 |
YTD Return | 7.26% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 5000 |
Redeption Fee | 0 |
Prospectus | 0.03 |
Overview
52 Week High | 18.18 |
---|---|
52 Week Low | 15.14 |
Market Cap | 181.61M |
Shares Outstanding | 9.99M |
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 | 74.30% |
---|---|
Five Days | 18.15% |
One Months | 40.14% |
Three Months | 33.60% |
Six Months | 27.72% |
Nine Months | 19.61% |
One Year | 18.54% |
Three Years | 7.19% |
Five Years | 8.10% |
Ten Years | 6.49% |
YTD | 33.60% |
Since Inception | 6.96% |
Returns Total
One Day | 0.22% |
---|---|
Five Days | 0.33% |
One Month | 2.71% |
Three Months | 7.26% |
Six Months | 12.78% |
Nine Months | 14.20% |
One Year | 18.28% |
Three Years | 23.02% |
Five Years | 47.43% |
Ten Years | 87.19% |
YTD | 7.26% |
Since Inception | 147.08% |
Yearly Returns
2024 | 7.26% |
---|---|
2023 | 11.00% |
2022 | -3.10% |
2021 | 12.44% |
2020 | 4.35% |
2019 | 16.90% |
2018 | -3.56% |
2017 | 9.58% |
2016 | 12.68% |
2015 | -3.91% |
Risk against SP-DA
Alpha | 0.37% |
---|---|
Beta | 0.5 |
Correlation | 89.53% |
Downside Deviation | 1.69% |
Coefficient of determination | 80.16% |
Standard Deviation | 1.86% |
Sharpe Ratio | -2.23 |
Sortino | -8.48 |
Treynor | 29.94 |
Ulcer Index | 1.12 |
Ulcer Performance Index | -12.77 |