CBALX
Columbia Balanced-Inst
$49.68
-0.07 (-0.14%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 8843.785M |
52 Week High | 50.94 |
52 Week Low | 41.979 |
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Key Data
Symbol | CBALX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 49.68 |
Price Yesterday | 49.75 |
Market Cap | 8,843.79 |
YTD Return | 3.65% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0068 |
Overview
52 Week High | 50.94 |
---|---|
52 Week Low | 41.98 |
Market Cap | 8,843.79M |
Shares Outstanding | 178.02M |
Income Dividend Yield | 1.97% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.97% |
Returns Annualized
One Day | -29.89% |
---|---|
Five Days | 34.36% |
One Months | -23.94% |
Three Months | 12.06% |
Six Months | 33.62% |
Nine Months | 13.16% |
One Year | 17.14% |
Three Years | 3.92% |
Five Years | 9.32% |
Ten Years | 8.32% |
YTD | 12.14% |
Since Inception | 8.44% |
Returns Total
One Day | -0.14% |
---|---|
Five Days | 0.59% |
One Month | -2.36% |
Three Months | 2.88% |
Six Months | 15.45% |
Nine Months | 9.76% |
One Year | 17.12% |
Three Years | 12.20% |
Five Years | 55.99% |
Ten Years | 122.08% |
YTD | 3.65% |
Since Inception | 1,299.04% |
Yearly Returns
2024 | 3.65% |
---|---|
2023 | 21.49% |
2022 | -16.64% |
2021 | 14.91% |
2020 | 17.89% |
2019 | 23.02% |
2018 | -5.70% |
2017 | 14.29% |
2016 | 6.43% |
2015 | 1.90% |
Risk against SP-DA
Alpha | -1.65% |
---|---|
Beta | 0.7 |
Correlation | 97.99% |
Downside Deviation | 2.29% |
Coefficient of determination | 96.02% |
Standard Deviation | 2.45% |
Sharpe Ratio | -0.87 |
Sortino | -3.24 |
Treynor | 16.8 |
Ulcer Index | 2.22 |
Ulcer Performance Index | -3.34 |