IPFPX
Poplar Forest Partners-Inst
$52.73
-0.05 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 310.68M |
| 52 Week High | 54.8 |
| 52 Week Low | 43.027 |
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Key Data
| Symbol | IPFPX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 52.73 |
| Price Yesterday | 52.78 |
| Market Cap | 310.68 |
| YTD Return | 5.44% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 54.80 |
|---|---|
| 52 Week Low | 43.03 |
| Market Cap | 310.68M |
| Shares Outstanding | 5.89M |
| Income Dividend Yield | 2.26% |
| Long Term Dividend Yield | 1.43% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.69% |
Returns Annualized
| One Day | -21.26% |
|---|---|
| Five Days | 13.26% |
| One Months | 0.72% |
| Three Months | -8.61% |
| Six Months | 10.16% |
| Nine Months | 25.40% |
| One Year | 15.02% |
| Three Years | 5.85% |
| Five Years | 10.47% |
| Ten Years | 6.70% |
| YTD | 10.82% |
| Since Inception | 9.89% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 0.25% |
| One Month | 0.06% |
| Three Months | -2.19% |
| Six Months | 4.87% |
| Nine Months | 18.27% |
| One Year | 15.00% |
| Three Years | 18.51% |
| Five Years | 64.31% |
| Ten Years | 90.92% |
| YTD | 5.44% |
| Since Inception | 291.61% |
Yearly Returns
| 2024 | 5.44% |
|---|---|
| 2023 | 5.00% |
| 2022 | 0.82% |
| 2021 | 39.23% |
| 2020 | -1.27% |
| 2019 | 21.64% |
| 2018 | -18.61% |
| 2017 | 6.80% |
| 2016 | 26.23% |
| 2015 | -6.82% |
Risk against SP-DA
| Alpha | -6.53% |
|---|---|
| Beta | 0.69 |
| Correlation | 69.36% |
| Downside Deviation | 2.69% |
| Coefficient of determination | 48.11% |
| Standard Deviation | 3.21% |
| Sharpe Ratio | -1.23 |
| Sortino | -5.09 |
| Treynor | 13.91 |
| Ulcer Index | 4.11 |
| Ulcer Performance Index | -3.34 |