MUHLX
Muhlenkamp
$67.59
-0.19 (-0.28%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 237.553M |
| 52 Week High | 68.86 |
| 52 Week Low | 56.755 |
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Key Data
| Symbol | MUHLX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 67.59 |
| Price Yesterday | 67.78 |
| Market Cap | 237.55 |
| YTD Return | 8.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1500 |
| Redeption Fee | 0 |
| Prospectus | 0.0117 |
Overview
| 52 Week High | 68.86 |
|---|---|
| 52 Week Low | 56.76 |
| Market Cap | 237.55M |
| Shares Outstanding | 3.51M |
| Income Dividend Yield | 0.82% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.82% |
Returns Annualized
| One Day | -50.74% |
|---|---|
| Five Days | 27.05% |
| One Months | 20.91% |
| Three Months | 6.32% |
| Six Months | 23.74% |
| Nine Months | 20.08% |
| One Year | 14.74% |
| Three Years | 11.24% |
| Five Years | 14.41% |
| Ten Years | 6.56% |
| YTD | 17.39% |
| Since Inception | 9.19% |
Returns Total
| One Day | -0.28% |
|---|---|
| Five Days | 0.48% |
| One Month | 1.52% |
| Three Months | 1.52% |
| Six Months | 11.04% |
| Nine Months | 14.53% |
| One Year | 14.72% |
| Three Years | 37.42% |
| Five Years | 95.67% |
| Ten Years | 88.42% |
| YTD | 8.61% |
| Since Inception | 2187.31% |
Yearly Returns
| 2024 | 8.61% |
|---|---|
| 2023 | 13.92% |
| 2022 | 2.88% |
| 2021 | 29.02% |
| 2020 | 11.86% |
| 2019 | 14.39% |
| 2018 | -13.28% |
| 2017 | 18.77% |
| 2016 | -3.69% |
| 2015 | -6.21% |
Risk against SP-DA
| Alpha | -7.01% |
|---|---|
| Beta | 0.7 |
| Correlation | 68.13% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 46.42% |
| Standard Deviation | 3.31% |
| Sharpe Ratio | -1.22 |
| Sortino | -7.19 |
| Treynor | 13.34 |
| Ulcer Index | 3.14 |
| Ulcer Performance Index | -4.45 |