PWGIX
Impax US Sustainable Economy-Inst
$26.86
-0.02 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 327.12M |
| 52 Week High | 26.88 |
| 52 Week Low | 19.696 |
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Key Data
| Symbol | PWGIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 26.86 |
| Price Yesterday | 26.88 |
| Market Cap | 327.12 |
| YTD Return | 15.32% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.0045 |
Overview
| 52 Week High | 26.88 |
|---|---|
| 52 Week Low | 19.70 |
| Market Cap | 327.12M |
| Shares Outstanding | 12.18M |
| Income Dividend Yield | 1.02% |
| Long Term Dividend Yield | 4.59% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.61% |
Returns Annualized
| One Day | -17.12% |
|---|---|
| Five Days | 97.54% |
| One Months | 47.57% |
| Three Months | 23.94% |
| Six Months | 34.10% |
| Nine Months | 40.88% |
| One Year | 26.50% |
| Three Years | 9.18% |
| Five Years | 13.75% |
| Ten Years | 11.67% |
| YTD | 31.86% |
| Since Inception | 9.45% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 1.36% |
| One Month | 3.13% |
| Three Months | 5.42% |
| Six Months | 15.52% |
| Nine Months | 28.93% |
| One Year | 26.47% |
| Three Years | 29.99% |
| Five Years | 90.13% |
| Ten Years | 200.75% |
| YTD | 15.32% |
| Since Inception | 353.26% |
Yearly Returns
| 2024 | 15.32% |
|---|---|
| 2023 | 24.65% |
| 2022 | -18.00% |
| 2021 | 30.34% |
| 2020 | 13.58% |
| 2019 | 27.41% |
| 2018 | -4.16% |
| 2017 | 22.21% |
| 2016 | 6.49% |
| 2015 | 2.51% |
Risk against SP-DA
| Alpha | -2.46% |
|---|---|
| Beta | 1.01 |
| Correlation | 98.01% |
| Downside Deviation | 3.28% |
| Coefficient of determination | 96.05% |
| Standard Deviation | 3.32% |
| Sharpe Ratio | -0.19 |
| Sortino | -0.68 |
| Treynor | 20.9 |
| Ulcer Index | 3.44 |
| Ulcer Performance Index | -0.64 |