LMOFX
Patient Opportunity-FI
$34.75
0.15 (0.43%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 1454.454M |
| 52 Week High | 35.1 |
| 52 Week Low | 23.55 |
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Key Data
| Symbol | LMOFX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 34.75 |
| Price Yesterday | 34.6 |
| Market Cap | 1,454.45 |
| YTD Return | 11.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0216 |
Overview
| 52 Week High | 35.10 |
|---|---|
| 52 Week Low | 23.55 |
| Market Cap | 1,454.45M |
| Shares Outstanding | 41.85M |
| 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 | 197.79% |
|---|---|
| Five Days | 95.87% |
| One Months | 1.83% |
| Three Months | 5.57% |
| Six Months | 26.23% |
| Nine Months | 48.20% |
| One Year | 23.03% |
| Three Years | -7.15% |
| Five Years | 8.76% |
| Ten Years | 7.65% |
| YTD | 23.10% |
| Since Inception | 6.32% |
Returns Total
| One Day | 0.43% |
|---|---|
| Five Days | 1.34% |
| One Month | 0.14% |
| Three Months | 1.34% |
| Six Months | 12.13% |
| Nine Months | 33.86% |
| One Year | 23.01% |
| Three Years | -19.87% |
| Five Years | 52.03% |
| Ten Years | 108.53% |
| YTD | 11.31% |
| Since Inception | 248.20% |
Yearly Returns
| 2024 | 11.31% |
|---|---|
| 2023 | 39.19% |
| 2022 | -36.15% |
| 2021 | -3.32% |
| 2020 | 38.50% |
| 2019 | 33.84% |
| 2018 | -9.82% |
| 2017 | 25.91% |
| 2016 | -0.25% |
| 2015 | 0.41% |
Risk against SP-DA
| Alpha | -14.91% |
|---|---|
| Beta | 1.4 |
| Correlation | 79.59% |
| Downside Deviation | 5.09% |
| Coefficient of determination | 63.35% |
| Standard Deviation | 5.64% |
| Sharpe Ratio | -0.29 |
| Sortino | -1.12 |
| Treynor | 12.65 |
| Ulcer Index | 7.89 |
| Ulcer Performance Index | -0.72 |