Herzfeld Caribbean Basin Fund Quote
| CUBA Fund | USD 2.69 0.05 1.89% |
PerformanceGood
| Odds Of DistressLow
|
Herzfeld Caribbean is trading at 2.69 as of the 22nd of March 2025, a 1.89 percent increase since the beginning of the trading day. The fund's open price was 2.64. Herzfeld Caribbean has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States. Herzfeld Caribbean operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.. The company has 5.83 M outstanding shares of which 8.53 K shares are currently shorted by private and institutional investors with about 0.4 trading days to cover. More on Herzfeld Caribbean Basin
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Herzfeld Fund Highlights
| Fund Concentration | Mid-Cap Blend Funds, Asset Management, Financial Services (View all Sectors) |
| Update Date | 31st of March 2025 |
Herzfeld Caribbean Basin [CUBA] is traded in USA and was established 22nd of March 2025. The fund is not filed under any group at this time. Herzfeld Caribbean Basin currently currently holds in assets under management (AUM) with no minimum investment requirementsThe fund is currently generating year-to-date return of 1.63% with the current yeild of 0.0%, while the total return for the last 3 years was -9.16%.
Check Herzfeld Caribbean Probability Of Bankruptcy
Herzfeld Caribbean Basin Risk Profiles
| Risk Adjusted Performance | 0.1719 | |||
| Jensen Alpha | 0.2904 | |||
| Total Risk Alpha | 0.4035 | |||
| Sortino Ratio | 0.3833 |
Herzfeld Caribbean Against Markets
Other Information on Investing in Herzfeld Fund
Herzfeld Caribbean financial ratios help investors to determine whether Herzfeld Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Herzfeld with respect to the benefits of owning Herzfeld Caribbean security.
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