LIMAX
Cromwell Tran Sustainable Focus-Inv
$6.74
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 31.899M |
| 52 Week High | 6.74 |
| 52 Week Low | 5 |
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Key Data
| Symbol | LIMAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 6.74 |
| Price Yesterday | 6.74 |
| Market Cap | 31.90 |
| YTD Return | 11.22% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0135 |
Overview
| 52 Week High | 6.74 |
|---|---|
| 52 Week Low | 5.00 |
| Market Cap | 31.90M |
| Shares Outstanding | 4.73M |
| 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 | 0.00% |
|---|---|
| Five Days | 129.37% |
| One Months | 46.22% |
| Three Months | 8.25% |
| Six Months | 27.56% |
| Nine Months | 40.07% |
| One Year | 24.61% |
| Three Years | -1.42% |
| Five Years | 8.75% |
| Ten Years | 9.02% |
| YTD | 22.92% |
| Since Inception | 8.33% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.66% |
| One Month | 3.06% |
| Three Months | 1.97% |
| Six Months | 12.71% |
| Nine Months | 28.38% |
| One Year | 24.58% |
| Three Years | -4.19% |
| Five Years | 51.94% |
| Ten Years | 136.74% |
| YTD | 11.22% |
| Since Inception | 282.95% |
Yearly Returns
| 2024 | 11.22% |
|---|---|
| 2023 | 25.73% |
| 2022 | -35.28% |
| 2021 | 24.86% |
| 2020 | 29.34% |
| 2019 | 41.39% |
| 2018 | -9.84% |
| 2017 | 20.52% |
| 2016 | 1.45% |
| 2015 | 1.41% |
Risk against SP-DA
| Alpha | -8.20% |
|---|---|
| Beta | 1.18 |
| Correlation | 93.42% |
| Downside Deviation | 3.23% |
| Coefficient of determination | 87.27% |
| Standard Deviation | 4.05% |
| Sharpe Ratio | -0.29 |
| Sortino | -1.27 |
| Treynor | 16.36 |
| Ulcer Index | 3.69 |
| Ulcer Performance Index | -1.11 |