CBLRX
Columbia Balanced-R
$49.82
-0.07 (-0.14%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 8843.747M |
52 Week High | 51.1 |
52 Week Low | 42.306 |
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Key Data
Symbol | CBLRX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 49.82 |
Price Yesterday | 49.89 |
Market Cap | 8,843.75 |
YTD Return | 3.50% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0118 |
Overview
52 Week High | 51.10 |
---|---|
52 Week Low | 42.31 |
Market Cap | 8,843.75M |
Shares Outstanding | 177.51M |
Income Dividend Yield | 1.51% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.51% |
Returns Annualized
One Day | -29.83% |
---|---|
Five Days | 34.25% |
One Months | -24.22% |
Three Months | 11.48% |
Six Months | 32.98% |
Nine Months | 12.60% |
One Year | 16.56% |
Three Years | 3.40% |
Five Years | 8.77% |
Ten Years | 7.79% |
YTD | 11.60% |
Since Inception | 8.95% |
Returns Total
One Day | -0.14% |
---|---|
Five Days | 0.59% |
One Month | -2.39% |
Three Months | 2.75% |
Six Months | 15.17% |
Nine Months | 9.35% |
One Year | 16.54% |
Three Years | 10.53% |
Five Years | 52.15% |
Ten Years | 111.34% |
YTD | 3.50% |
Since Inception | 219.42% |
Yearly Returns
2024 | 3.50% |
---|---|
2023 | 20.90% |
2022 | -17.08% |
2021 | 14.34% |
2020 | 17.29% |
2019 | 22.42% |
2018 | -6.16% |
2017 | 13.72% |
2016 | 5.89% |
2015 | 1.39% |
Risk against SP-DA
Alpha | -2.20% |
---|---|
Beta | 0.7 |
Correlation | 97.97% |
Downside Deviation | 2.30% |
Coefficient of determination | 95.98% |
Standard Deviation | 2.45% |
Sharpe Ratio | -0.94 |
Sortino | -3.46 |
Treynor | 16 |
Ulcer Index | 2.25 |
Ulcer Performance Index | -3.54 |