CBUZX
Columbia Income Builder-Inst
$11.15
0.05 (0.45%)
Currency in USD / Last Updated: 4/23/2024
Category | Conservative |
---|---|
Market Cap | 990.963M |
52 Week High | 11.42 |
52 Week Low | 10.103 |
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Key Data
Symbol | CBUZX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 11.15 |
Price Yesterday | 11.1 |
Market Cap | 990.96 |
YTD Return | -1.50% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 11.42 |
---|---|
52 Week Low | 10.10 |
Market Cap | 990.96M |
Shares Outstanding | 88.88M |
Income Dividend Yield | 4.30% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.30% |
Returns Annualized
One Day | 210.71% |
---|---|
Five Days | 64.90% |
One Months | -21.58% |
Three Months | -0.79% |
Six Months | 21.31% |
Nine Months | 4.24% |
One Year | 5.11% |
Three Years | -1.29% |
Five Years | 3.18% |
Ten Years | 3.92% |
YTD | -4.78% |
Since Inception | 5.04% |
Returns Total
One Day | 0.45% |
---|---|
Five Days | 1.00% |
One Month | -2.00% |
Three Months | -0.20% |
Six Months | 10.05% |
Nine Months | 3.17% |
One Year | 5.11% |
Three Years | -3.80% |
Five Years | 16.93% |
Ten Years | 46.75% |
YTD | -1.50% |
Since Inception | 94.59% |
Yearly Returns
2024 | -1.50% |
---|---|
2023 | 9.29% |
2022 | -12.64% |
2021 | 6.26% |
2020 | 10.53% |
2019 | 14.05% |
2018 | -2.26% |
2017 | 7.86% |
2016 | 9.81% |
2015 | -1.30% |
Risk against SP-DA
Alpha | -8.85% |
---|---|
Beta | 0.45 |
Correlation | 75.76% |
Downside Deviation | 1.80% |
Coefficient of determination | 57.40% |
Standard Deviation | 2.02% |
Sharpe Ratio | -2.79 |
Sortino | -10.85 |
Treynor | -0.59 |
Ulcer Index | 2.39 |
Ulcer Performance Index | -8.18 |