EWMCX
Evercore Equity
$36.58
-0.03 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 459.983M |
| 52 Week High | 36.74 |
| 52 Week Low | 28.414 |
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Key Data
| Symbol | EWMCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 36.58 |
| Price Yesterday | 36.61 |
| Market Cap | 459.98 |
| YTD Return | 8.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0093 |
Overview
| 52 Week High | 36.74 |
|---|---|
| 52 Week Low | 28.41 |
| Market Cap | 459.98M |
| Shares Outstanding | 12.57M |
| Income Dividend Yield | 0.47% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.47% |
Returns Annualized
| One Day | -18.68% |
|---|---|
| Five Days | 49.41% |
| One Months | 28.04% |
| Three Months | 6.84% |
| Six Months | 21.73% |
| Nine Months | 30.00% |
| One Year | 20.97% |
| Three Years | 6.64% |
| Five Years | 14.86% |
| Ten Years | 12.32% |
| YTD | 18.06% |
| Since Inception | 9.59% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 0.80% |
| One Month | 1.98% |
| Three Months | 1.64% |
| Six Months | 10.15% |
| Nine Months | 21.47% |
| One Year | 20.95% |
| Three Years | 21.17% |
| Five Years | 99.56% |
| Ten Years | 218.64% |
| YTD | 8.93% |
| Since Inception | 2554.57% |
Yearly Returns
| 2024 | 8.93% |
|---|---|
| 2023 | 27.95% |
| 2022 | -21.17% |
| 2021 | 29.40% |
| 2020 | 24.17% |
| 2019 | 38.46% |
| 2018 | -4.94% |
| 2017 | 25.35% |
| 2016 | 5.31% |
| 2015 | -2.30% |
Risk against SP-DA
| Alpha | -7.68% |
|---|---|
| Beta | 1 |
| Correlation | 94.26% |
| Downside Deviation | 3.30% |
| Coefficient of determination | 88.84% |
| Standard Deviation | 3.40% |
| Sharpe Ratio | -0.66 |
| Sortino | -2.34 |
| Treynor | 15.64 |
| Ulcer Index | 3.28 |
| Ulcer Performance Index | -2.36 |