CBLCX
Columbia Balanced-C
$49.15
-0.12 (-0.24%)
Currency in USD / Last Updated: 4/18/2024
Category | Balanced |
---|---|
Market Cap | 8770.67M |
52 Week High | 50.84 |
52 Week Low | 42.276 |
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Key Data
Symbol | CBLCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 49.15 |
Price Yesterday | 49.27 |
Market Cap | 8,770.67 |
YTD Return | 2.49% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0168 |
Overview
52 Week High | 50.84 |
---|---|
52 Week Low | 42.28 |
Market Cap | 8,770.67M |
Shares Outstanding | 178.45M |
Income Dividend Yield | 1.06% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.06% |
Returns Annualized
One Day | -45.94% |
---|---|
Five Days | -70.09% |
One Months | -21.70% |
Three Months | 12.30% |
Six Months | 28.78% |
Nine Months | 10.38% |
One Year | 15.24% |
Three Years | 2.51% |
Five Years | 8.15% |
Ten Years | 7.23% |
YTD | 8.62% |
Since Inception | 7.08% |
Returns Total
One Day | -0.24% |
---|---|
Five Days | -2.36% |
One Month | -2.11% |
Three Months | 2.94% |
Six Months | 13.35% |
Nine Months | 7.72% |
One Year | 15.22% |
Three Years | 7.73% |
Five Years | 47.84% |
Ten Years | 100.62% |
YTD | 2.49% |
Since Inception | 305.29% |
Yearly Returns
2024 | 2.49% |
---|---|
2023 | 20.29% |
2022 | -17.47% |
2021 | 13.78% |
2020 | 16.69% |
2019 | 21.82% |
2018 | -6.64% |
2017 | 13.17% |
2016 | 5.36% |
2015 | 0.88% |
Risk against SP-DA
Alpha | -1.99% |
---|---|
Beta | 0.69 |
Correlation | 96.94% |
Downside Deviation | 2.31% |
Coefficient of determination | 93.98% |
Standard Deviation | 2.42% |
Sharpe Ratio | -0.87 |
Sortino | -3.16 |
Treynor | 14.27 |
Ulcer Index | 2.26 |
Ulcer Performance Index | -3.23 |