CIMDX
Clarkston Founders-Inst
$14.95
-0.10 (-0.66%)
Currency in USD / Last Updated: 7/9/2024
Category | MidCap Value |
---|---|
Market Cap | 712.066M |
52 Week High | 15.85 |
52 Week Low | 12.996 |
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Key Data
Symbol | CIMDX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 14.95 |
Price Yesterday | 15.05 |
Market Cap | 712.07 |
YTD Return | -1.45% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 10000 |
Redeption Fee | 0 |
Prospectus | 0.0095 |
Overview
52 Week High | 15.85 |
---|---|
52 Week Low | 13.00 |
Market Cap | 712.07M |
Shares Outstanding | 47.63M |
Income Dividend Yield | 0.62% |
Long Term Dividend Yield | 0.64% |
Short Term Dividend Yield | 0.39% |
52 Week Yield (All) | 1.64% |
Returns Annualized
One Day | -81.39% |
---|---|
Five Days | -26.13% |
One Months | -17.52% |
Three Months | -16.12% |
Six Months | -1.75% |
Nine Months | 14.89% |
One Year | 1.85% |
Three Years | -0.63% |
Five Years | 8.22% |
Ten Years | -999 |
YTD | -2.79% |
Since Inception | 7.77% |
Returns Total
One Day | -0.66% |
---|---|
Five Days | -0.60% |
One Month | -1.52% |
Three Months | -4.23% |
Six Months | -0.86% |
Nine Months | 10.84% |
One Year | 1.85% |
Three Years | -1.86% |
Five Years | 48.25% |
Ten Years | -999 |
YTD | -1.45% |
Since Inception | 74.12% |
Yearly Returns
2024 | -1.45% |
---|---|
2023 | 10.38% |
2022 | -3.61% |
2021 | 6.24% |
2020 | 23.21% |
2019 | 23.71% |
2018 | -7.82% |
2017 | 11.25% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -19.67% |
---|---|
Beta | 0.69 |
Correlation | 60.57% |
Downside Deviation | 3.55% |
Coefficient of determination | 36.69% |
Standard Deviation | 3.68% |
Sharpe Ratio | -2.11 |
Sortino | -7.57 |
Treynor | -5.09 |
Ulcer Index | 5.89 |
Ulcer Performance Index | -4.56 |