MAPOX
Mairs & Power Balanced
$103.03
-0.58 (-0.56%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced |
---|---|
Market Cap | 758.353M |
52 Week High | 106.86 |
52 Week Low | 88.393 |
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Key Data
Symbol | MAPOX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 103.03 |
Price Yesterday | 103.61 |
Market Cap | 758.35 |
YTD Return | 1.88% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0069 |
Overview
52 Week High | 106.86 |
---|---|
52 Week Low | 88.39 |
Market Cap | 758.35M |
Shares Outstanding | 7.36M |
Income Dividend Yield | 2.04% |
Long Term Dividend Yield | 1.58% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.63% |
Returns Annualized
One Day | -75.73% |
---|---|
Five Days | 54.15% |
One Months | -25.58% |
Three Months | 5.34% |
Six Months | 33.93% |
Nine Months | 7.07% |
One Year | 11.96% |
Three Years | 2.05% |
Five Years | 6.98% |
Ten Years | 6.76% |
YTD | 6.03% |
Since Inception | 7.94% |
Returns Total
One Day | -0.56% |
---|---|
Five Days | 0.86% |
One Month | -2.54% |
Three Months | 1.31% |
Six Months | 15.58% |
Nine Months | 5.28% |
One Year | 11.94% |
Three Years | 6.26% |
Five Years | 40.03% |
Ten Years | 92.11% |
YTD | 1.88% |
Since Inception | 693.09% |
Yearly Returns
2024 | 1.88% |
---|---|
2023 | 13.39% |
2022 | -14.91% |
2021 | 18.29% |
2020 | 10.44% |
2019 | 19.72% |
2018 | -2.79% |
2017 | 11.90% |
2016 | 11.42% |
2015 | -2.54% |
Risk against SP-DA
Alpha | -6.49% |
---|---|
Beta | 0.63 |
Correlation | 93.74% |
Downside Deviation | 2.58% |
Coefficient of determination | 87.86% |
Standard Deviation | 2.30% |
Sharpe Ratio | -1.76 |
Sortino | -5.42 |
Treynor | 10.36 |
Ulcer Index | 3.22 |
Ulcer Performance Index | -4.35 |