MXOAX
Empower Ariel MidCap Value-Inst
$10.28
0.13 (1.28%)
Currency in USD / Last Updated: 4/23/2024
Category | MidCap Value |
---|---|
Market Cap | 113.24M |
52 Week High | 10.986 |
52 Week Low | 8.432 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | MXOAX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 10.28 |
Price Yesterday | 10.15 |
Market Cap | 113.24 |
YTD Return | -0.48% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 10.99 |
---|---|
52 Week Low | 8.43 |
Market Cap | 113.24M |
Shares Outstanding | 11.02M |
Income Dividend Yield | 2.75% |
Long Term Dividend Yield | 11.27% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 14.02% |
Returns Annualized
One Day | 2,378.56% |
---|---|
Five Days | 264.15% |
One Months | -25.07% |
Three Months | 11.69% |
Six Months | 42.71% |
Nine Months | -2.28% |
One Year | 7.30% |
Three Years | -0.32% |
Five Years | 6.33% |
Ten Years | -999 |
YTD | -1.56% |
Since Inception | 5.78% |
Returns Total
One Day | 1.28% |
---|---|
Five Days | 2.59% |
One Month | -2.37% |
Three Months | 2.80% |
Six Months | 19.27% |
Nine Months | -1.72% |
One Year | 7.30% |
Three Years | -0.96% |
Five Years | 35.87% |
Ten Years | -999 |
YTD | -0.48% |
Since Inception | 65.43% |
Yearly Returns
2024 | -0.48% |
---|---|
2023 | 9.53% |
2022 | -12.68% |
2021 | 26.52% |
2020 | 9.18% |
2019 | 24.82% |
2018 | -13.70% |
2017 | 15.28% |
2016 | 13.10% |
2015 | -10.41% |
Risk against SP-DA
Alpha | -27.56% |
---|---|
Beta | 1.53 |
Correlation | 76.38% |
Downside Deviation | 5.06% |
Coefficient of determination | 58.35% |
Standard Deviation | 6.88% |
Sharpe Ratio | -0.73 |
Sortino | -3.42 |
Treynor | 1.26 |
Ulcer Index | 9.77 |
Ulcer Performance Index | -1.77 |