LSOFX
LS Opportunity-Inst
$17.89
-0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 191.215M |
| 52 Week High | 18.18 |
| 52 Week Low | 15.79 |
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Key Data
| Symbol | LSOFX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 17.89 |
| Price Yesterday | 17.9 |
| Market Cap | 191.22 |
| YTD Return | 5.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000 |
| Redeption Fee | 0 |
| Prospectus | 0.03 |
Overview
| 52 Week High | 18.18 |
|---|---|
| 52 Week Low | 15.79 |
| Market Cap | 191.22M |
| Shares Outstanding | 10.69M |
| 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 | -13.15% |
|---|---|
| Five Days | 32.68% |
| One Months | -0.70% |
| Three Months | -4.85% |
| Six Months | 10.94% |
| Nine Months | 14.23% |
| One Year | 12.67% |
| Three Years | 5.54% |
| Five Years | 6.49% |
| Ten Years | 5.93% |
| YTD | 11.04% |
| Since Inception | 6.69% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 0.56% |
| One Month | -0.06% |
| Three Months | -1.21% |
| Six Months | 5.24% |
| Nine Months | 10.36% |
| One Year | 12.66% |
| Three Years | 17.45% |
| Five Years | 36.82% |
| Ten Years | 77.62% |
| YTD | 5.55% |
| Since Inception | 143.14% |
Yearly Returns
| 2024 | 5.55% |
|---|---|
| 2023 | 11.00% |
| 2022 | -3.10% |
| 2021 | 12.44% |
| 2020 | 4.35% |
| 2019 | 16.90% |
| 2018 | -3.56% |
| 2017 | 9.58% |
| 2016 | 12.68% |
| 2015 | -3.91% |
Risk against SP-DA
| Alpha | -2.65% |
|---|---|
| Beta | 0.43 |
| Correlation | 77.29% |
| Downside Deviation | 1.34% |
| Coefficient of determination | 59.73% |
| Standard Deviation | 1.77% |
| Sharpe Ratio | -2.61 |
| Sortino | -11.95 |
| Treynor | 17.12 |
| Ulcer Index | 1.35 |
| Ulcer Performance Index | -11.84 |