STMGX
AmerBeacon Stephens MidCap Growth-Inv
$28.48
-0.17 (-0.59%)
Currency in USD / Last Updated: 4/18/2024
Category | MidCap Growth |
---|---|
Market Cap | 704.903M |
52 Week High | 30.69 |
52 Week Low | 23.72 |
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Key Data
Symbol | STMGX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 28.48 |
Price Yesterday | 28.65 |
Market Cap | 704.90 |
YTD Return | 1.17% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0115 |
Overview
52 Week High | 30.69 |
---|---|
52 Week Low | 23.72 |
Market Cap | 704.90M |
Shares Outstanding | 24.75M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -77.71% |
---|---|
Five Days | -92.98% |
One Months | -46.97% |
Three Months | 6.58% |
Six Months | 31.78% |
Nine Months | 7.66% |
One Year | 15.04% |
Three Years | -0.96% |
Five Years | 9.24% |
Ten Years | 10.48% |
YTD | 4.00% |
Since Inception | 9.14% |
Returns Total
One Day | -0.59% |
---|---|
Five Days | -5.13% |
One Month | -5.38% |
Three Months | 1.61% |
Six Months | 14.65% |
Nine Months | 5.72% |
One Year | 15.02% |
Three Years | -2.86% |
Five Years | 55.42% |
Ten Years | 170.21% |
YTD | 1.17% |
Since Inception | 389.85% |
Yearly Returns
2024 | 1.17% |
---|---|
2023 | 25.22% |
2022 | -28.28% |
2021 | 12.20% |
2020 | 39.80% |
2019 | 31.28% |
2018 | 1.91% |
2017 | 27.98% |
2016 | 6.42% |
2015 | -1.63% |
Risk against SP-DA
Alpha | -9.80% |
---|---|
Beta | 1.13 |
Correlation | 93.97% |
Downside Deviation | 3.10% |
Coefficient of determination | 88.30% |
Standard Deviation | 4.11% |
Sharpe Ratio | -0.53 |
Sortino | -2.41 |
Treynor | 8.52 |
Ulcer Index | 4.16 |
Ulcer Performance Index | -1.8 |