INSAX
Catalyst Insider Buying-A
$20.77
-0.02 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 18.513M |
| 52 Week High | 21.98 |
| 52 Week Low | 13.34 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | INSAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 20.77 |
| Price Yesterday | 20.79 |
| Market Cap | 18.51 |
| YTD Return | 22.97% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0153 |
Overview
| 52 Week High | 21.98 |
|---|---|
| 52 Week Low | 13.34 |
| Market Cap | 18.51M |
| Shares Outstanding | 0.89M |
| 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 | -21.56% |
|---|---|
| Five Days | -4.74% |
| One Months | 15.79% |
| Three Months | -9.40% |
| Six Months | 51.75% |
| Nine Months | 62.53% |
| One Year | 44.59% |
| Three Years | -5.00% |
| Five Years | 0.73% |
| Ten Years | 3.14% |
| YTD | 49.37% |
| Since Inception | 7.27% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | -0.10% |
| One Month | 1.17% |
| Three Months | -2.40% |
| Six Months | 22.75% |
| Nine Months | 43.34% |
| One Year | 44.54% |
| Three Years | -14.21% |
| Five Years | 3.69% |
| Ten Years | 36.11% |
| YTD | 22.97% |
| Since Inception | 147.32% |
Yearly Returns
| 2024 | 22.97% |
|---|---|
| 2023 | 31.44% |
| 2022 | -32.65% |
| 2021 | -17.65% |
| 2020 | 14.36% |
| 2019 | 23.91% |
| 2018 | -2.91% |
| 2017 | 17.03% |
| 2016 | 3.90% |
| 2015 | -8.40% |
Risk against SP-DA
| Alpha | 10.31% |
|---|---|
| Beta | 1.24 |
| Correlation | 71.90% |
| Downside Deviation | 3.72% |
| Coefficient of determination | 51.70% |
| Standard Deviation | 5.54% |
| Sharpe Ratio | 0.83 |
| Sortino | 4.26 |
| Treynor | 31.66 |
| Ulcer Index | 4.66 |
| Ulcer Performance Index | 3.41 |