PWRCX
Donoghue Forlines Tactical Income-C
$8.67
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
Category | Unconventional |
---|---|
Market Cap | 72.393M |
52 Week High | 8.828 |
52 Week Low | 8.143 |
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Key Data
Symbol | PWRCX |
---|---|
Type | Mutual Fund |
Category | Unconventional |
Price | 8.67 |
Price Yesterday | 8.67 |
Market Cap | 72.39 |
YTD Return | -0.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0292 |
Overview
52 Week High | 8.83 |
---|---|
52 Week Low | 8.14 |
Market Cap | 72.39M |
Shares Outstanding | 8.35M |
Income Dividend Yield | 3.35% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.35% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -5.65% |
One Months | -10.00% |
Three Months | -0.92% |
Six Months | 8.54% |
Nine Months | 3.33% |
One Year | 4.85% |
Three Years | -1.34% |
Five Years | -1.00% |
Ten Years | -999 |
YTD | -1.54% |
Since Inception | 0.02% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.12% |
One Month | -0.91% |
Three Months | -0.23% |
Six Months | 4.14% |
Nine Months | 2.49% |
One Year | 4.85% |
Three Years | -3.97% |
Five Years | -4.90% |
Ten Years | -999 |
YTD | -0.46% |
Since Inception | 0.21% |
Yearly Returns
2024 | -0.46% |
---|---|
2023 | 7.13% |
2022 | -10.36% |
2021 | 2.12% |
2020 | -5.54% |
2019 | 8.02% |
2018 | -3.01% |
2017 | 2.38% |
2016 | 4.87% |
2015 | -2.47% |
Risk against SP-DA
Alpha | -5.84% |
---|---|
Beta | 0.31 |
Correlation | 86.05% |
Downside Deviation | 0.97% |
Coefficient of determination | 74.04% |
Standard Deviation | 1.22% |
Sharpe Ratio | -4.17 |
Sortino | -18.27 |
Treynor | -1.7 |
Ulcer Index | 0.82 |
Ulcer Performance Index | -21.47 |