LOMMX
CGM Mutual\Disc
$27.20
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Allocation--70% to 85% Equity |
|---|---|
| Market Cap | 207528.39M |
| 52 Week High | 27.72 |
| 52 Week Low | 26.23 |
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Key Data
| Symbol | LOMMX |
|---|---|
| Type | Mutual Fund |
| Category | Allocation--70% to 85% Equity |
| Price | 27.2 |
| Price Yesterday | 27.2 |
| Market Cap | 207,528.39 |
| YTD Return | 0.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0119 |
Overview
| 52 Week High | 27.72 |
|---|---|
| 52 Week Low | 26.23 |
| Market Cap | 207,528.39M |
| Shares Outstanding | 7,629.72M |
| 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 | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.00% |
| One Year | 3.12% |
| Three Years | -0.79% |
| Five Years | -2.55% |
| Ten Years | -1.35% |
| YTD | 0.00% |
| Since Inception | 0.91% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.00% |
| One Year | 3.11% |
| Three Years | -2.33% |
| Five Years | -12.09% |
| Ten Years | -12.65% |
| YTD | 0.00% |
| Since Inception | 37.58% |
Yearly Returns
| 2023 | 0.00% |
|---|---|
| 2022 | -4.59% |
| 2021 | -1.72% |
| 2020 | 8.21% |
| 2019 | 1.06% |
| 2018 | -14.47% |
| 2017 | 0.85% |
| 2016 | 4.70% |
| 2015 | -3.07% |
| 2014 | -5.75% |
Risk against SP-DA
| Alpha | -2.69% |
|---|---|
| Beta | 0.07 |
| Correlation | 23.10% |
| Downside Deviation | 2.32% |
| Coefficient of determination | 5.34% |
| Standard Deviation | 1.47% |
| Sharpe Ratio | -3.57 |
| Sortino | -7.8 |
| Treynor | -21.09 |
| Ulcer Index | 1.79 |
| Ulcer Performance Index | -10.11 |