STMGX
AmerBeacon Stephens MidCap Growth-Inv
$29.38
-0.23 (-0.78%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 748.306M |
| 52 Week High | 30.69 |
| 52 Week Low | 23.72 |
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Key Data
| Symbol | STMGX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 29.38 |
| Price Yesterday | 29.61 |
| Market Cap | 748.31 |
| YTD Return | 4.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0116 |
Overview
| 52 Week High | 30.69 |
|---|---|
| 52 Week Low | 23.72 |
| Market Cap | 748.31M |
| Shares Outstanding | 25.47M |
| 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 | -86.01% |
|---|---|
| Five Days | -1.70% |
| One Months | 7.59% |
| Three Months | -11.67% |
| Six Months | 12.89% |
| Nine Months | 24.73% |
| One Year | 14.56% |
| Three Years | -0.88% |
| Five Years | 8.63% |
| Ten Years | 10.43% |
| YTD | 8.65% |
| Since Inception | 9.22% |
Returns Total
| One Day | -0.78% |
|---|---|
| Five Days | -0.03% |
| One Month | 0.58% |
| Three Months | -3.00% |
| Six Months | 6.14% |
| Nine Months | 17.80% |
| One Year | 14.54% |
| Three Years | -2.60% |
| Five Years | 51.09% |
| Ten Years | 169.05% |
| YTD | 4.37% |
| Since Inception | 405.42% |
Yearly Returns
| 2024 | 4.37% |
|---|---|
| 2023 | 25.22% |
| 2022 | -28.28% |
| 2021 | 12.20% |
| 2020 | 39.80% |
| 2019 | 31.28% |
| 2018 | 1.91% |
| 2017 | 27.98% |
| 2016 | 6.42% |
| 2015 | -1.63% |
Risk against SP-DA
| Alpha | -14.30% |
|---|---|
| Beta | 1.01 |
| Correlation | 80.06% |
| Downside Deviation | 3.26% |
| Coefficient of determination | 64.10% |
| Standard Deviation | 4.04% |
| Sharpe Ratio | -1.01 |
| Sortino | -4.35 |
| Treynor | 9.12 |
| Ulcer Index | 4.55 |
| Ulcer Performance Index | -3.11 |