PWGIX
Impax US Sustainable Economy-Inst
$24.78
-0.07 (-0.28%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 315.536M |
52 Week High | 26.07 |
52 Week Low | 19.897 |
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Key Data
Symbol | PWGIX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 24.78 |
Price Yesterday | 24.85 |
Market Cap | 315.54 |
YTD Return | 5.31% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250000 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 26.07 |
---|---|
52 Week Low | 19.90 |
Market Cap | 315.54M |
Shares Outstanding | 12.73M |
Income Dividend Yield | 0.52% |
Long Term Dividend Yield | 4.98% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.50% |
Returns Annualized
One Day | -50.91% |
---|---|
Five Days | 66.79% |
One Months | -37.31% |
Three Months | 9.58% |
Six Months | 50.89% |
Nine Months | 14.58% |
One Year | 23.40% |
Three Years | 7.32% |
Five Years | 12.06% |
Ten Years | 11.30% |
YTD | 17.73% |
Since Inception | 8.97% |
Returns Total
One Day | -0.28% |
---|---|
Five Days | 1.02% |
One Month | -3.99% |
Three Months | 2.31% |
Six Months | 22.61% |
Nine Months | 10.79% |
One Year | 23.37% |
Three Years | 23.57% |
Five Years | 76.56% |
Ten Years | 191.02% |
YTD | 5.31% |
Since Inception | 313.90% |
Yearly Returns
2024 | 5.31% |
---|---|
2023 | 24.65% |
2022 | -18.00% |
2021 | 30.35% |
2020 | 13.57% |
2019 | 27.42% |
2018 | -4.16% |
2017 | 22.22% |
2016 | 6.49% |
2015 | 2.50% |
Risk against SP-DA
Alpha | -3.00% |
---|---|
Beta | 1.02 |
Correlation | 98.61% |
Downside Deviation | 3.18% |
Coefficient of determination | 97.24% |
Standard Deviation | 3.52% |
Sharpe Ratio | -0.21 |
Sortino | -0.81 |
Treynor | 17.64 |
Ulcer Index | 3.38 |
Ulcer Performance Index | -0.76 |