CFIMX
Clipper
$144.29
0.67 (0.47%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 1174.803M |
| 52 Week High | 144.29 |
| 52 Week Low | 104.406 |
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Key Data
| Symbol | CFIMX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 144.29 |
| Price Yesterday | 143.62 |
| Market Cap | 1,174.80 |
| YTD Return | 16.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 144.29 |
|---|---|
| 52 Week Low | 104.41 |
| Market Cap | 1,174.80M |
| Shares Outstanding | 8.14M |
| Income Dividend Yield | 0.89% |
| Long Term Dividend Yield | 5.84% |
| Short Term Dividend Yield | 0.35% |
| 52 Week Yield (All) | 7.08% |
Returns Annualized
| One Day | 223.50% |
|---|---|
| Five Days | 120.98% |
| One Months | 40.11% |
| Three Months | 12.02% |
| Six Months | 36.03% |
| Nine Months | 45.37% |
| One Year | 32.29% |
| Three Years | 6.91% |
| Five Years | 12.14% |
| Ten Years | 10.29% |
| YTD | 34.27% |
| Since Inception | 10.78% |
Returns Total
| One Day | 0.47% |
|---|---|
| Five Days | 1.58% |
| One Month | 2.71% |
| Three Months | 2.83% |
| Six Months | 16.33% |
| Nine Months | 31.96% |
| One Year | 32.25% |
| Three Years | 22.08% |
| Five Years | 77.05% |
| Ten Years | 165.66% |
| YTD | 16.40% |
| Since Inception | 3801.84% |
Yearly Returns
| 2024 | 16.40% |
|---|---|
| 2023 | 31.48% |
| 2022 | -18.75% |
| 2021 | 17.78% |
| 2020 | 9.96% |
| 2019 | 29.63% |
| 2018 | -12.91% |
| 2017 | 17.69% |
| 2016 | 15.62% |
| 2015 | 6.44% |
Risk against SP-DA
| Alpha | 4.62% |
|---|---|
| Beta | 0.96 |
| Correlation | 81.18% |
| Downside Deviation | 2.62% |
| Coefficient of determination | 65.91% |
| Standard Deviation | 3.78% |
| Sharpe Ratio | 0.27 |
| Sortino | 1.36 |
| Treynor | 28.17 |
| Ulcer Index | 3.52 |
| Ulcer Performance Index | 1.02 |