COAGX
Caldwell&Orkin-Gator Capital Long/Short
$42.48
0.13 (0.31%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 34.817M |
| 52 Week High | 43.36 |
| 52 Week Low | 31.22 |
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Key Data
| Symbol | COAGX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 42.48 |
| Price Yesterday | 42.35 |
| Market Cap | 34.82 |
| YTD Return | 13.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0314 |
Overview
| 52 Week High | 43.36 |
|---|---|
| 52 Week Low | 31.22 |
| Market Cap | 34.82M |
| Shares Outstanding | 0.82M |
| 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 | 116.65% |
|---|---|
| Five Days | -12.23% |
| One Months | 9.02% |
| Three Months | 8.47% |
| Six Months | 30.85% |
| Nine Months | 40.53% |
| One Year | 36.11% |
| Three Years | 13.29% |
| Five Years | 15.53% |
| Ten Years | 7.66% |
| YTD | 28.10% |
| Since Inception | 7.84% |
Returns Total
| One Day | 0.31% |
|---|---|
| Five Days | -0.26% |
| One Month | 0.69% |
| Three Months | 2.02% |
| Six Months | 14.13% |
| Nine Months | 28.69% |
| One Year | 36.07% |
| Three Years | 45.13% |
| Five Years | 105.42% |
| Ten Years | 108.78% |
| YTD | 13.61% |
| Since Inception | 1132.02% |
Yearly Returns
| 2024 | 13.61% |
|---|---|
| 2023 | 31.98% |
| 2022 | -7.18% |
| 2021 | 27.17% |
| 2020 | 11.06% |
| 2019 | 24.20% |
| 2018 | -15.53% |
| 2017 | 0.93% |
| 2016 | -10.17% |
| 2015 | 5.11% |
Risk against SP-DA
| Alpha | 16.19% |
|---|---|
| Beta | 0.62 |
| Correlation | 69.61% |
| Downside Deviation | 1.69% |
| Coefficient of determination | 48.46% |
| Standard Deviation | 2.88% |
| Sharpe Ratio | 0.74 |
| Sortino | 4.36 |
| Treynor | 49.33 |
| Ulcer Index | 1.51 |
| Ulcer Performance Index | 4.9 |