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IMS Capital Value (IMSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.06-0.31 (-0.88%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up20
Number of years down7
Best 1-yr total return (27 June 2024)47.43%
Worst 1-yr total return (27 June 2024)N/A

Risk statistics

3 years
IMSCXCategory average
5 years
IMSCXCategory average
10 years
IMSCXCategory average
Alpha
-2.46-0.01
-2.9-0.01
-4.45-0.01
BETA
1.150.01
1.090.01
1.10.01
Mean annual return
0.780.01
1.240.01
0.820.01
R-squared
89.430.94
89.580.95
88.940.95
Standard deviation
21.680.17
21.110.19
17.880.15
Sharpe ratio
0.290
0.60.01
0.470.01
Treynor ratio
3.50.03
10.170.1
6.40.1