CBLAX
Columbia Balanced-A
$51.07
-0.01 (-0.02%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 9050.727M |
52 Week High | 51.08 |
52 Week Low | 41.299 |
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Key Data
Symbol | CBLAX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 51.07 |
Price Yesterday | 51.08 |
Market Cap | 9,050.73 |
YTD Return | 6.18% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0093 |
Overview
52 Week High | 51.08 |
---|---|
52 Week Low | 41.30 |
Market Cap | 9,050.73M |
Shares Outstanding | 177.22M |
Income Dividend Yield | 1.69% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.69% |
Returns Annualized
One Day | -4.82% |
---|---|
Five Days | 5.07% |
One Months | 24.86% |
Three Months | 28.14% |
Six Months | 38.39% |
Nine Months | 19.20% |
One Year | 21.14% |
Three Years | 5.79% |
Five Years | 10.07% |
Ten Years | 8.34% |
YTD | 28.14% |
Since Inception | 8.37% |
Returns Total
One Day | -0.02% |
---|---|
Five Days | 0.10% |
One Month | 1.78% |
Three Months | 6.18% |
Six Months | 17.32% |
Nine Months | 13.90% |
One Year | 20.84% |
Three Years | 18.28% |
Five Years | 61.39% |
Ten Years | 122.39% |
YTD | 6.18% |
Since Inception | 456.38% |
Yearly Returns
2024 | 6.18% |
---|---|
2023 | 21.21% |
2022 | -16.85% |
2021 | 14.63% |
2020 | 17.57% |
2019 | 22.73% |
2018 | -5.92% |
2017 | 14.01% |
2016 | 6.16% |
2015 | 1.64% |
Risk against SP-DA
Alpha | -2.11% |
---|---|
Beta | 0.7 |
Correlation | 98.77% |
Downside Deviation | 2.40% |
Coefficient of determination | 97.55% |
Standard Deviation | 2.39% |
Sharpe Ratio | -1.3 |
Sortino | -4.49 |
Treynor | 26.19 |
Ulcer Index | 2.17 |
Ulcer Performance Index | -4.97 |