CARRX
Columbia Adaptive Risk Allocation-Adv
$9.07
-0.05 (-0.55%)
Currency in USD / Last Updated: 4/25/2024
Category | Tactical |
---|---|
Market Cap | 2796.898M |
52 Week High | 9.42 |
52 Week Low | 8.046 |
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Key Data
Symbol | CARRX |
---|---|
Type | Mutual Fund |
Category | Tactical |
Price | 9.07 |
Price Yesterday | 9.12 |
Market Cap | 2,796.90 |
YTD Return | 0.00% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0081 |
Overview
52 Week High | 9.42 |
---|---|
52 Week Low | 8.05 |
Market Cap | 2,796.90M |
Shares Outstanding | 308.37M |
Income Dividend Yield | 0.54% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.54% |
Returns Annualized
One Day | -75.01% |
---|---|
Five Days | 11.78% |
One Months | -29.43% |
Three Months | 2.69% |
Six Months | 27.35% |
Nine Months | 4.54% |
One Year | 6.30% |
Three Years | -0.26% |
Five Years | 3.88% |
Ten Years | -999 |
YTD | 0.00% |
Since Inception | 4.72% |
Returns Total
One Day | -0.55% |
---|---|
Five Days | 0.22% |
One Month | -2.99% |
Three Months | 0.67% |
Six Months | 12.73% |
Nine Months | 3.40% |
One Year | 6.29% |
Three Years | -0.78% |
Five Years | 20.90% |
Ten Years | -999 |
YTD | 0.00% |
Since Inception | 55.20% |
Yearly Returns
2024 | 0.00% |
---|---|
2023 | 8.83% |
2022 | -14.98% |
2021 | 11.03% |
2020 | 9.42% |
2019 | 18.89% |
2018 | -4.49% |
2017 | 13.32% |
2016 | 9.69% |
2015 | -4.73% |
Risk against SP-DA
Alpha | -12.25% |
---|---|
Beta | 0.64 |
Correlation | 86.91% |
Downside Deviation | 2.39% |
Coefficient of determination | 75.53% |
Standard Deviation | 2.50% |
Sharpe Ratio | -2.27 |
Sortino | -8.23 |
Treynor | 1.44 |
Ulcer Index | 2.92 |
Ulcer Performance Index | -6.73 |