The market’s down by 15.73 points and the fund is still up by 1.769%. YTD is 117.16 %. You can check the other stats. . I’m going to something fishy so I’ll have to say this quickly. If you have a 100K you and won’t need it for 90 days; this is the low energy approach to investing. I’ve been investing in equity for 6 weeks and I wasn’t able to beat their 17% return last month. Time deposit for 3M gives only about 3-4%. Pre-cautionary tale Value At Risk is 7%.
Everything is from Bloomberg.
| Summary |
|
ONE YEAR |
| Change |
7.759 (1.769%) |
 |
| 52-Week Range |
446.32 – 193.05 |
| BETA vs. PCOMP |
N.A. |
Fundamentals
| Assets (Millions) |
N.A. (on ) |
|
Last Dividend Net |
N.A. (ex ) |
| Dividend Type |
|
Dividend Yield (ttm) |
N.A. |
Fees and Expenses
| Front Load |
|
|
Back Load |
|
| Redemption Fee |
N.A |
Current Mgmt Fee |
2.00 |
| Expense Ratio |
N.A |
Marketing Fee |
N.A |
Performance
| 1-Month |
17.23 |
|
3-Month |
44.30 |
| Year to Date |
117.16 |
1-Year |
130.64 |
| 3-Year |
26.24 |
5-Year |
33.55 |
Fund Information
