BQMGX
Bright Rock MidCap Growth-Inst
$24.30
-0.19 (-0.78%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 86.767M |
| 52 Week High | 25.1 |
| 52 Week Low | 19.4 |
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Key Data
| Symbol | BQMGX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 24.3 |
| Price Yesterday | 24.49 |
| Market Cap | 86.77 |
| YTD Return | 6.72% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0113 |
Overview
| 52 Week High | 25.10 |
|---|---|
| 52 Week Low | 19.40 |
| Market Cap | 86.77M |
| Shares Outstanding | 3.57M |
| 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 | -85.98% |
|---|---|
| Five Days | 15.67% |
| One Months | -1.54% |
| Three Months | -5.03% |
| Six Months | 16.21% |
| Nine Months | 24.39% |
| One Year | 11.12% |
| Three Years | 2.28% |
| Five Years | 9.22% |
| Ten Years | 10.03% |
| YTD | 13.45% |
| Since Inception | 10.42% |
Returns Total
| One Day | -0.78% |
|---|---|
| Five Days | 0.29% |
| One Month | -0.12% |
| Three Months | -1.26% |
| Six Months | 7.67% |
| Nine Months | 17.56% |
| One Year | 11.11% |
| Three Years | 6.96% |
| Five Years | 55.26% |
| Ten Years | 159.48% |
| YTD | 6.72% |
| Since Inception | 303.32% |
Yearly Returns
| 2024 | 6.72% |
|---|---|
| 2023 | 13.00% |
| 2022 | -19.32% |
| 2021 | 23.11% |
| 2020 | 19.61% |
| 2019 | 32.05% |
| 2018 | -6.68% |
| 2017 | 22.15% |
| 2016 | 13.69% |
| 2015 | 1.00% |
Risk against SP-DA
| Alpha | -15.87% |
|---|---|
| Beta | 0.93 |
| Correlation | 83.26% |
| Downside Deviation | 3.56% |
| Coefficient of determination | 69.32% |
| Standard Deviation | 3.58% |
| Sharpe Ratio | -1.42 |
| Sortino | -4.94 |
| Treynor | 6.2 |
| Ulcer Index | 5.08 |
| Ulcer Performance Index | -3.46 |