PWRAX
Donoghue Forlines Tactical Income-A
$8.91
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Unconventional |
|---|---|
| Market Cap | 71.092M |
| 52 Week High | 8.92 |
| 52 Week Low | 8.302 |
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Key Data
| Symbol | PWRAX |
|---|---|
| Type | Mutual Fund |
| Category | Unconventional |
| Price | 8.91 |
| Price Yesterday | 8.91 |
| Market Cap | 71.09 |
| YTD Return | 1.81% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.05 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0217 |
Overview
| 52 Week High | 8.92 |
|---|---|
| 52 Week Low | 8.30 |
| Market Cap | 71.09M |
| Shares Outstanding | 7.98M |
| Income Dividend Yield | 3.38% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.38% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 57.62% |
| One Months | 12.37% |
| Three Months | 3.83% |
| Six Months | 3.95% |
| Nine Months | 8.28% |
| One Year | 6.82% |
| Three Years | -0.58% |
| Five Years | -0.11% |
| Ten Years | 0.64% |
| YTD | 3.53% |
| Since Inception | 1.64% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.91% |
| One Month | 0.93% |
| Three Months | 0.93% |
| Six Months | 1.92% |
| Nine Months | 6.07% |
| One Year | 6.81% |
| Three Years | -1.72% |
| Five Years | -0.52% |
| Ten Years | 6.58% |
| YTD | 1.81% |
| Since Inception | 25.16% |
Yearly Returns
| 2024 | 1.81% |
|---|---|
| 2023 | 7.86% |
| 2022 | -9.58% |
| 2021 | 2.87% |
| 2020 | -4.92% |
| 2019 | 8.86% |
| 2018 | -2.25% |
| 2017 | 3.07% |
| 2016 | 5.78% |
| 2015 | -1.75% |
Risk against SP-DA
| Alpha | -5.67% |
|---|---|
| Beta | 0.3 |
| Correlation | 80.68% |
| Downside Deviation | 1.05% |
| Coefficient of determination | 65.10% |
| Standard Deviation | 1.21% |
| Sharpe Ratio | -5.2 |
| Sortino | -20.85 |
| Treynor | 4.71 |
| Ulcer Index | 0.79 |
| Ulcer Performance Index | -27.82 |