INSIX
Catalyst Insider Buying-I
$21.29
-0.03 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Growth |
---|---|
Market Cap | 18.505M |
52 Week High | 22.52 |
52 Week Low | 13.65 |
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Key Data
Symbol | INSIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 21.29 |
Price Yesterday | 21.32 |
Market Cap | 18.51 |
YTD Return | 23.13% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0128 |
Overview
52 Week High | 22.52 |
---|---|
52 Week Low | 13.65 |
Market Cap | 18.51M |
Shares Outstanding | 0.87M |
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 | -29.90% |
---|---|
Five Days | -4.63% |
One Months | 16.07% |
Three Months | -9.18% |
Six Months | 51.99% |
Nine Months | 62.87% |
One Year | 44.88% |
Three Years | -4.76% |
Five Years | 0.98% |
Ten Years | 3.40% |
YTD | 49.75% |
Since Inception | 3.44% |
Returns Total
One Day | -0.14% |
---|---|
Five Days | -0.09% |
One Month | 1.19% |
Three Months | -2.34% |
Six Months | 22.85% |
Nine Months | 43.56% |
One Year | 44.83% |
Three Years | -13.56% |
Five Years | 4.98% |
Ten Years | 39.64% |
YTD | 23.13% |
Since Inception | 40.54% |
Yearly Returns
2024 | 23.13% |
---|---|
2023 | 31.78% |
2022 | -32.51% |
2021 | -17.45% |
2020 | 14.71% |
2019 | 24.20% |
2018 | -2.65% |
2017 | 17.35% |
2016 | 4.18% |
2015 | -8.20% |
Risk against SP-DA
Alpha | 10.70% |
---|---|
Beta | 1.23 |
Correlation | 71.95% |
Downside Deviation | 3.73% |
Coefficient of determination | 51.77% |
Standard Deviation | 5.52% |
Sharpe Ratio | 0.85 |
Sortino | 4.34 |
Treynor | 32 |
Ulcer Index | 4.65 |
Ulcer Performance Index | 3.48 |