PFSLX
Paradigm Select
$74.58
-0.51 (-0.68%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 121.615M |
| 52 Week High | 76.78 |
| 52 Week Low | 55.103 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | PFSLX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 74.58 |
| Price Yesterday | 75.09 |
| Market Cap | 121.62 |
| YTD Return | 7.91% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0116 |
Overview
| 52 Week High | 76.78 |
|---|---|
| 52 Week Low | 55.10 |
| Market Cap | 121.62M |
| Shares Outstanding | 1.63M |
| Income Dividend Yield | 0.28% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.28% |
Returns Annualized
| One Day | -82.08% |
|---|---|
| Five Days | 58.74% |
| One Months | -4.13% |
| Three Months | -7.73% |
| Six Months | 22.05% |
| Nine Months | 34.02% |
| One Year | 17.86% |
| Three Years | 3.46% |
| Five Years | 14.25% |
| Ten Years | 10.96% |
| YTD | 15.93% |
| Since Inception | 9.41% |
Returns Total
| One Day | -0.68% |
|---|---|
| Five Days | 0.92% |
| One Month | -0.33% |
| Three Months | -1.96% |
| Six Months | 10.29% |
| Nine Months | 24.24% |
| One Year | 17.84% |
| Three Years | 10.70% |
| Five Years | 94.33% |
| Ten Years | 182.09% |
| YTD | 7.91% |
| Since Inception | 468.49% |
Yearly Returns
| 2024 | 7.91% |
|---|---|
| 2023 | 26.94% |
| 2022 | -26.44% |
| 2021 | 31.16% |
| 2020 | 26.05% |
| 2019 | 38.32% |
| 2018 | -9.93% |
| 2017 | 16.12% |
| 2016 | 15.97% |
| 2015 | -1.29% |
Risk against SP-DA
| Alpha | -16.44% |
|---|---|
| Beta | 1.24 |
| Correlation | 76.95% |
| Downside Deviation | 4.06% |
| Coefficient of determination | 59.21% |
| Standard Deviation | 5.18% |
| Sharpe Ratio | -0.6 |
| Sortino | -2.67 |
| Treynor | 10.07 |
| Ulcer Index | 5.68 |
| Ulcer Performance Index | -1.91 |