CBDYX
Columbia Balanced Inst3
$51.59
-0.01 (-0.02%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 9050.485M |
52 Week High | 51.6 |
52 Week Low | 41.574 |
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Key Data
Symbol | CBDYX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 51.59 |
Price Yesterday | 51.6 |
Market Cap | 9,050.49 |
YTD Return | 6.29% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 51.60 |
---|---|
52 Week Low | 41.57 |
Market Cap | 9,050.49M |
Shares Outstanding | 175.43M |
Income Dividend Yield | 1.98% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.98% |
Returns Annualized
One Day | -4.77% |
---|---|
Five Days | 6.05% |
One Months | 25.23% |
Three Months | 28.68% |
Six Months | 38.86% |
Nine Months | 19.62% |
One Year | 21.54% |
Three Years | 6.14% |
Five Years | 10.45% |
Ten Years | 8.74% |
YTD | 28.68% |
Since Inception | 9.90% |
Returns Total
One Day | -0.02% |
---|---|
Five Days | 0.12% |
One Month | 1.80% |
Three Months | 6.29% |
Six Months | 17.51% |
Nine Months | 14.20% |
One Year | 21.24% |
Three Years | 19.48% |
Five Years | 64.18% |
Ten Years | 130.58% |
YTD | 6.29% |
Since Inception | 191.85% |
Yearly Returns
2024 | 6.29% |
---|---|
2023 | 21.59% |
2022 | -16.56% |
2021 | 15.01% |
2020 | 17.97% |
2019 | 23.15% |
2018 | -5.58% |
2017 | 14.39% |
2016 | 6.58% |
2015 | 2.03% |
Risk against SP-DA
Alpha | -1.69% |
---|---|
Beta | 0.7 |
Correlation | 98.80% |
Downside Deviation | 2.37% |
Coefficient of determination | 97.62% |
Standard Deviation | 2.39% |
Sharpe Ratio | -1.25 |
Sortino | -4.36 |
Treynor | 26.78 |
Ulcer Index | 2.13 |
Ulcer Performance Index | -4.84 |