PWRCX
Donoghue Forlines Tactical Income-C
$8.78
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Unconventional |
|---|---|
| Market Cap | 71.099M |
| 52 Week High | 8.78 |
| 52 Week Low | 8.225 |
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Key Data
| Symbol | PWRCX |
|---|---|
| Type | Mutual Fund |
| Category | Unconventional |
| Price | 8.78 |
| Price Yesterday | 8.78 |
| Market Cap | 71.10 |
| YTD Return | 1.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0292 |
Overview
| 52 Week High | 8.78 |
|---|---|
| 52 Week Low | 8.23 |
| Market Cap | 71.10M |
| Shares Outstanding | 8.10M |
| Income Dividend Yield | 2.86% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.86% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 58.69% |
| One Months | 11.43% |
| Three Months | 3.55% |
| Six Months | 3.18% |
| Nine Months | 7.65% |
| One Year | 6.04% |
| Three Years | -1.30% |
| Five Years | -0.83% |
| Ten Years | -999 |
| YTD | 2.80% |
| Since Inception | 0.22% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.92% |
| One Month | 0.86% |
| Three Months | 0.86% |
| Six Months | 1.55% |
| Nine Months | 5.62% |
| One Year | 6.04% |
| Three Years | -3.84% |
| Five Years | -4.08% |
| Ten Years | -999 |
| YTD | 1.43% |
| Since Inception | 2.12% |
Yearly Returns
| 2024 | 1.43% |
|---|---|
| 2023 | 7.14% |
| 2022 | -10.37% |
| 2021 | 2.12% |
| 2020 | -5.54% |
| 2019 | 8.02% |
| 2018 | -3.00% |
| 2017 | 2.38% |
| 2016 | 4.88% |
| 2015 | -2.47% |
Risk against SP-DA
| Alpha | -6.29% |
|---|---|
| Beta | 0.3 |
| Correlation | 80.61% |
| Downside Deviation | 1.06% |
| Coefficient of determination | 64.97% |
| Standard Deviation | 1.19% |
| Sharpe Ratio | -5.5 |
| Sortino | -21.44 |
| Treynor | 2.23 |
| Ulcer Index | 0.91 |
| Ulcer Performance Index | -24.84 |