POCEX
Aristotle Optimization Aggresive Grwth-C
$11.30
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
Category | Aggressive |
---|---|
Market Cap | 260.427M |
52 Week High | 11.87 |
52 Week Low | 9.63 |
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Key Data
Symbol | POCEX |
---|---|
Type | Mutual Fund |
Category | Aggressive |
Price | 11.3 |
Price Yesterday | 11.3 |
Market Cap | 260.43 |
YTD Return | 1.25% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0184 |
Overview
52 Week High | 11.87 |
---|---|
52 Week Low | 9.63 |
Market Cap | 260.43M |
Shares Outstanding | 23.05M |
Income Dividend Yield | 0.30% |
Long Term Dividend Yield | 1.29% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.58% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -81.95% |
One Months | -28.11% |
Three Months | 11.38% |
Six Months | 27.64% |
Nine Months | 5.93% |
One Year | 11.98% |
Three Years | -0.39% |
Five Years | 6.64% |
Ten Years | 6.36% |
YTD | 4.28% |
Since Inception | 5.89% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -3.34% |
One Month | -2.84% |
Three Months | 2.73% |
Six Months | 12.85% |
Nine Months | 4.44% |
One Year | 11.97% |
Three Years | -1.15% |
Five Years | 37.80% |
Ten Years | 85.03% |
YTD | 1.25% |
Since Inception | 218.49% |
Yearly Returns
2024 | 1.25% |
---|---|
2023 | 17.57% |
2022 | -21.97% |
2021 | 17.94% |
2020 | 15.15% |
2019 | 26.08% |
2018 | -9.89% |
2017 | 18.23% |
2016 | 7.88% |
2015 | -2.34% |
Risk against SP-DA
Alpha | -8.67% |
---|---|
Beta | 0.89 |
Correlation | 96.51% |
Downside Deviation | 2.98% |
Coefficient of determination | 93.14% |
Standard Deviation | 3.14% |
Sharpe Ratio | -0.97 |
Sortino | -3.53 |
Treynor | 7.42 |
Ulcer Index | 3.76 |
Ulcer Performance Index | -2.8 |