CFSMX
Clarkston Partners Founders
$13.40
-0.15 (-1.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 1246.012M |
| 52 Week High | 14.65 |
| 52 Week Low | 12.023 |
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Key Data
| Symbol | CFSMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 13.4 |
| Price Yesterday | 13.55 |
| Market Cap | 1,246.01 |
| YTD Return | -4.49% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 14.65 |
|---|---|
| 52 Week Low | 12.02 |
| Market Cap | 1,246.01M |
| Shares Outstanding | 92.99M |
| Income Dividend Yield | 0.37% |
| Long Term Dividend Yield | 3.09% |
| Short Term Dividend Yield | 0.47% |
| 52 Week Yield (All) | 3.94% |
Returns Annualized
| One Day | -93.97% |
|---|---|
| Five Days | -47.06% |
| One Months | -35.85% |
| Three Months | -24.32% |
| Six Months | -7.45% |
| Nine Months | 9.09% |
| One Year | -3.54% |
| Three Years | -1.41% |
| Five Years | 6.96% |
| Ten Years | -999 |
| YTD | -8.53% |
| Since Inception | 7.92% |
Returns Total
| One Day | -1.11% |
|---|---|
| Five Days | -1.25% |
| One Month | -3.46% |
| Three Months | -6.62% |
| Six Months | -3.74% |
| Nine Months | 6.66% |
| One Year | -3.53% |
| Three Years | -4.14% |
| Five Years | 39.89% |
| Ten Years | -999 |
| YTD | -4.49% |
| Since Inception | 95.34% |
Yearly Returns
| 2024 | -4.49% |
|---|---|
| 2023 | 6.54% |
| 2022 | -0.02% |
| 2021 | 8.08% |
| 2020 | 17.56% |
| 2019 | 24.10% |
| 2018 | -7.11% |
| 2017 | 13.04% |
| 2016 | 15.64% |
| 2015 | 0.28% |
Risk against SP-DA
| Alpha | -21.47% |
|---|---|
| Beta | 0.54 |
| Correlation | 42.40% |
| Downside Deviation | 4.04% |
| Coefficient of determination | 17.98% |
| Standard Deviation | 4.08% |
| Sharpe Ratio | -2.28 |
| Sortino | -7.99 |
| Treynor | -16.58 |
| Ulcer Index | 6.67 |
| Ulcer Performance Index | -4.83 |