Skip to main content
AXBAX

Columbia Capital Alloc Aggress-A

$12.68 0.09 (0.71%)
Currency in USD / Last Updated: 3/27/2024
Category Balanced Aggressive
Market Cap 1304.29M
52 Week High 12.68
52 Week Low 10.21
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol AXBAX
Type Mutual Fund
Category Balanced Aggressive
Price 12.68
Price Yesterday 12.59
Market Cap 1,304.29
YTD Return 7.09%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0575
Initial Purchase Amount 2000
Redeption Fee 0
Prospectus 0.0102
Overview
52 Week High 12.68
52 Week Low 10.21
Market Cap 1,304.29M
Shares Outstanding 102.86M
Income Dividend Yield 4.65%
Long Term Dividend Yield 0.42%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 5.07%
Returns Annualized
One Day 503.03%
Five Days 22.06%
One Months 39.96%
Three Months 31.26%
Six Months 39.65%
Nine Months 20.83%
One Year 24.22%
Three Years 4.57%
Five Years 9.07%
Ten Years 7.93%
YTD 33.40%
Since Inception 7.26%
Returns Total
One Day 0.71%
Five Days 0.40%
One Month 2.84%
Three Months 6.91%
Six Months 18.00%
Nine Months 15.23%
One Year 24.19%
Three Years 14.30%
Five Years 54.24%
Ten Years 114.15%
YTD 7.09%
Since Inception 299.75%
Yearly Returns
2024 7.09%
2023 19.86%
2022 -19.06%
2021 16.25%
2020 14.22%
2019 23.85%
2018 -9.31%
2017 22.32%
2016 6.24%
2015 0.35%
Risk against SP-DA
Alpha -4.68%
Beta 0.82
Correlation 99.23%
Downside Deviation 2.74%
Coefficient of determination 98.46%
Standard Deviation 2.78%
Sharpe Ratio -1.03
Sortino -3.61
Treynor 23.12
Ulcer Index 2.63
Ulcer Performance Index -3.76

Other "Allocation--70% to 85% Equity" Mutual Funds

GMIAX FASGX CDGRX CDCRX FSDIX GRSPX BRAPX WGAYX PADEX GAIOX IFAFX GCOZX BTBFX OAAYX FEVIX VILLX JLGOX OAACX BIAPX VASGX ACETX DGIFX QSPMX GMARX VLAGX MGAFX PAGYX AFPUX LLAIX GAITX RELSX CIMFX FGTRX RALCX RAICX JSLGX FEVCX FSIDX RGNAX BAAPX CMUVX AOGIX GAIFX NDMSX CPDAX FFNOX SWHGX RGNBX SXMAX RIDFX WGAFX TSGPX FIQWX IUAIX DCSYX RGNFX RIDBX AAARX TWSAX FPACX LOMMX OAKBX JILGX AFPAX ELDFX JTLGX FBPBX PMADX TSGLX FAASX TSGRX RIDCX MGDIX HRAIX CGIIX WSBFX APOPX AADIX AAAIX CPANX RIDEX BRUFX RIDAX TRSGX RGNEX CMUSX OAAAX LGWCX AADYX ASTAX RALSX EVGRX ACERX EVGLX CDIVX PAEEX RALAX FEVAX EKBAX FCSDX PAEAX MGDAX PCWIX IRGPX RGNGX AIOPX AMEFX EKBYX JALGX AXBAX CVTRX MAGWX TMAAX LGWAX CPAZX FTSDX ISAGX SCGRX FGTZX REAAX TMAFX MOEIX IFACX NDMAX WGCFX CIMCX MAGJX OANBX OAYBX FASDX ACEKX MGALX OAANX FIFAX SMILX PCAFX FCASX SAGPX AFPIX JCLGX FGTIX UCAGX CVTCX MCGWX RIDGX HRAAX MXBPX CIMAX FTASX PAEBX NDMCX AMECX MGWIX JULGX ACVAX PODAX AADAX GAIEX ACEIX TGIPX LGWIX GGRYX FAAIX RPFCX SCGCX JTGIX JHLGX IEIFX EKBDX AAAUX MAGMX MRRSX MGDNX IUAAX TSGHX IAGAX