OILGX
Optimum LargeCap Growth-Inst
$25.30
0.04 (0.16%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Growth |
---|---|
Market Cap | 2132.251M |
52 Week High | 25.3 |
52 Week Low | 16.921 |
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Key Data
Symbol | OILGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 25.3 |
Price Yesterday | 25.26 |
Market Cap | 2,132.25 |
YTD Return | 26.31% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0097 |
Overview
52 Week High | 25.30 |
---|---|
52 Week Low | 16.92 |
Market Cap | 2,132.25M |
Shares Outstanding | 84.28M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 9.10% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 9.10% |
Returns Annualized
One Day | 49.05% |
---|---|
Five Days | 303.50% |
One Months | 145.64% |
Three Months | 66.21% |
Six Months | 62.97% |
Nine Months | 57.75% |
One Year | 39.49% |
Three Years | 6.64% |
Five Years | 14.43% |
Ten Years | 13.90% |
YTD | 57.34% |
Since Inception | 11.15% |
Returns Total
One Day | 0.16% |
---|---|
Five Days | 2.80% |
One Month | 7.39% |
Three Months | 13.30% |
Six Months | 27.14% |
Nine Months | 40.21% |
One Year | 39.44% |
Three Years | 21.14% |
Five Years | 95.88% |
Ten Years | 266.35% |
YTD | 26.31% |
Since Inception | 809.09% |
Yearly Returns
2024 | 26.31% |
---|---|
2023 | 41.25% |
2022 | -34.73% |
2021 | 17.74% |
2020 | 33.98% |
2019 | 31.32% |
2018 | -0.94% |
2017 | 32.49% |
2016 | 0.88% |
2015 | 8.14% |
Risk against SP-DA
Alpha | 3.99% |
---|---|
Beta | 1.29 |
Correlation | 94.45% |
Downside Deviation | 3.29% |
Coefficient of determination | 89.20% |
Standard Deviation | 4.40% |
Sharpe Ratio | 0.71 |
Sortino | 3.28 |
Treynor | 26.43 |
Ulcer Index | 3.45 |
Ulcer Performance Index | 3.12 |