RIVBX
Riverbridge Growth-Inst
$33.09
-0.07 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 220.494M |
| 52 Week High | 33.25 |
| 52 Week Low | 25.53 |
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Key Data
| Symbol | RIVBX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 33.09 |
| Price Yesterday | 33.16 |
| Market Cap | 220.49 |
| YTD Return | 10.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0.01 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 33.25 |
|---|---|
| 52 Week Low | 25.53 |
| Market Cap | 220.49M |
| Shares Outstanding | 6.66M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -41.32% |
|---|---|
| Five Days | 84.70% |
| One Months | 49.60% |
| Three Months | 6.26% |
| Six Months | 26.14% |
| Nine Months | 28.86% |
| One Year | 19.44% |
| Three Years | 0.81% |
| Five Years | 10.88% |
| Ten Years | 12.02% |
| YTD | 20.64% |
| Since Inception | 13.39% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 1.22% |
| One Month | 3.24% |
| Three Months | 1.50% |
| Six Months | 12.09% |
| Nine Months | 20.68% |
| One Year | 19.42% |
| Three Years | 2.44% |
| Five Years | 67.34% |
| Ten Years | 210.27% |
| YTD | 10.15% |
| Since Inception | 323.74% |
Yearly Returns
| 2024 | 10.15% |
|---|---|
| 2023 | 32.04% |
| 2022 | -30.70% |
| 2021 | 9.23% |
| 2020 | 44.29% |
| 2019 | 30.28% |
| 2018 | 4.34% |
| 2017 | 25.42% |
| 2016 | 5.66% |
| 2015 | 4.38% |
Risk against SP-DA
| Alpha | -13.53% |
|---|---|
| Beta | 1.18 |
| Correlation | 90.37% |
| Downside Deviation | 3.61% |
| Coefficient of determination | 81.67% |
| Standard Deviation | 4.21% |
| Sharpe Ratio | -0.64 |
| Sortino | -2.57 |
| Treynor | 11.89 |
| Ulcer Index | 4.5 |
| Ulcer Performance Index | -2.06 |