SFMRX
AmerBeacon Stephens MidCap Growth-R6
$36.72
-0.29 (-0.78%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 748.508M |
| 52 Week High | 38.33 |
| 52 Week Low | 29.59 |
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Key Data
| Symbol | SFMRX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 36.72 |
| Price Yesterday | 37.01 |
| Market Cap | 748.51 |
| YTD Return | 4.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0089 |
Overview
| 52 Week High | 38.33 |
|---|---|
| 52 Week Low | 29.59 |
| Market Cap | 748.51M |
| Shares Outstanding | 20.38M |
| 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 | -86.25% |
|---|---|
| Five Days | 0.00% |
| One Months | 7.87% |
| Three Months | -11.41% |
| Six Months | 13.26% |
| Nine Months | 25.12% |
| One Year | 14.87% |
| Three Years | -0.58% |
| Five Years | 8.98% |
| Ten Years | -999 |
| YTD | 9.03% |
| Since Inception | 13.08% |
Returns Total
| One Day | -0.78% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.60% |
| Three Months | -2.93% |
| Six Months | 6.31% |
| Nine Months | 18.07% |
| One Year | 14.86% |
| Three Years | -1.72% |
| Five Years | 53.58% |
| Ten Years | -999 |
| YTD | 4.56% |
| Since Inception | 96.64% |
Yearly Returns
| 2024 | 4.56% |
|---|---|
| 2023 | 25.56% |
| 2022 | -28.03% |
| 2021 | 12.47% |
| 2020 | 40.36% |
| 2019 | 31.84% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -14.03% |
|---|---|
| Beta | 1.01 |
| Correlation | 80.29% |
| Downside Deviation | 3.24% |
| Coefficient of determination | 64.46% |
| Standard Deviation | 4.04% |
| Sharpe Ratio | -0.99 |
| Sortino | -4.27 |
| Treynor | 9.42 |
| Ulcer Index | 4.52 |
| Ulcer Performance Index | -3.06 |