MUHLX
Muhlenkamp
$64.98
0.22 (0.34%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Value |
---|---|
Market Cap | 231.85M |
52 Week High | 66.7 |
52 Week Low | 54.317 |
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Key Data
Symbol | MUHLX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 64.98 |
Price Yesterday | 64.76 |
Market Cap | 231.85 |
YTD Return | 4.42% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1500 |
Redeption Fee | 0 |
Prospectus | 0.0126 |
Overview
52 Week High | 66.70 |
---|---|
52 Week Low | 54.32 |
Market Cap | 231.85M |
Shares Outstanding | 3.57M |
Income Dividend Yield | 0.85% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.85% |
Returns Annualized
One Day | 135.25% |
---|---|
Five Days | 197.69% |
One Months | -4.48% |
Three Months | 23.61% |
Six Months | 25.54% |
Nine Months | 8.36% |
One Year | 17.30% |
Three Years | 11.08% |
Five Years | 13.01% |
Ten Years | 6.70% |
YTD | 14.81% |
Since Inception | 9.13% |
Returns Total
One Day | 0.34% |
---|---|
Five Days | 2.19% |
One Month | -0.40% |
Three Months | 5.44% |
Six Months | 11.93% |
Nine Months | 6.24% |
One Year | 17.28% |
Three Years | 36.96% |
Five Years | 84.13% |
Ten Years | 91.04% |
YTD | 4.42% |
Since Inception | 2,098.24% |
Yearly Returns
2024 | 4.42% |
---|---|
2023 | 13.92% |
2022 | 2.88% |
2021 | 29.02% |
2020 | 11.86% |
2019 | 14.39% |
2018 | -13.28% |
2017 | 18.77% |
2016 | -3.69% |
2015 | -6.21% |
Risk against SP-DA
Alpha | -2.75% |
---|---|
Beta | 0.77 |
Correlation | 79.26% |
Downside Deviation | 1.97% |
Coefficient of determination | 62.83% |
Standard Deviation | 3.31% |
Sharpe Ratio | -0.63 |
Sortino | -3.69 |
Treynor | 15.57 |
Ulcer Index | 3.03 |
Ulcer Performance Index | -2.39 |