POCEX
Aristotle Optimization Aggresive Grwth-C
$12.17
-0.01 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 272.43M |
| 52 Week High | 12.18 |
| 52 Week Low | 9.63 |
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Key Data
| Symbol | POCEX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 12.17 |
| Price Yesterday | 12.18 |
| Market Cap | 272.43 |
| YTD Return | 9.05% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0184 |
Overview
| 52 Week High | 12.18 |
|---|---|
| 52 Week Low | 9.63 |
| Market Cap | 272.43M |
| Shares Outstanding | 22.39M |
| Income Dividend Yield | 0.28% |
| Long Term Dividend Yield | 1.19% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.47% |
Returns Annualized
| One Day | -18.71% |
|---|---|
| Five Days | 86.95% |
| One Months | 32.71% |
| Three Months | 13.78% |
| Six Months | 21.93% |
| Nine Months | 28.90% |
| One Year | 16.63% |
| Three Years | 1.04% |
| Five Years | 7.72% |
| Ten Years | 6.66% |
| YTD | 18.31% |
| Since Inception | 6.21% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 1.25% |
| One Month | 2.27% |
| Three Months | 3.22% |
| Six Months | 10.24% |
| Nine Months | 20.71% |
| One Year | 16.62% |
| Three Years | 3.14% |
| Five Years | 44.92% |
| Ten Years | 90.19% |
| YTD | 9.05% |
| Since Inception | 243.11% |
Yearly Returns
| 2024 | 9.05% |
|---|---|
| 2023 | 17.57% |
| 2022 | -21.97% |
| 2021 | 17.94% |
| 2020 | 15.15% |
| 2019 | 26.08% |
| 2018 | -9.89% |
| 2017 | 18.23% |
| 2016 | 7.88% |
| 2015 | -2.34% |
Risk against SP-DA
| Alpha | -9.41% |
|---|---|
| Beta | 0.89 |
| Correlation | 94.67% |
| Downside Deviation | 3.11% |
| Coefficient of determination | 89.62% |
| Standard Deviation | 3.01% |
| Sharpe Ratio | -1.16 |
| Sortino | -3.88 |
| Treynor | 12.71 |
| Ulcer Index | 3.83 |
| Ulcer Performance Index | -3.16 |