CCQYX
Columbia Disciplined Core-Inst3
$14.78
0.02 (0.14%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 4697.173M |
52 Week High | 14.78 |
52 Week Low | 11.085 |
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Key Data
Symbol | CCQYX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 14.78 |
Price Yesterday | 14.76 |
Market Cap | 4,697.17 |
YTD Return | 12.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 14.78 |
---|---|
52 Week Low | 11.09 |
Market Cap | 4,697.17M |
Shares Outstanding | 317.81M |
Income Dividend Yield | 0.94% |
Long Term Dividend Yield | 2.77% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.71% |
Returns Annualized
One Day | 40.71% |
---|---|
Five Days | 22.78% |
One Months | 71.69% |
Three Months | 60.61% |
Six Months | 53.15% |
Nine Months | 28.62% |
One Year | 29.42% |
Three Years | 11.37% |
Five Years | 13.79% |
Ten Years | -999 |
YTD | 60.61% |
Since Inception | 12.01% |
Returns Total
One Day | 0.14% |
---|---|
Five Days | 0.41% |
One Month | 4.38% |
Three Months | 12.14% |
Six Months | 23.31% |
Nine Months | 20.52% |
One Year | 28.99% |
Three Years | 37.92% |
Five Years | 90.46% |
Ten Years | -999 |
YTD | 12.14% |
Since Inception | 171.39% |
Yearly Returns
2024 | 12.14% |
---|---|
2023 | 24.39% |
2022 | -18.73% |
2021 | 32.88% |
2020 | 14.15% |
2019 | 24.91% |
2018 | -3.72% |
2017 | 24.53% |
2016 | 8.12% |
2015 | -2.52% |
Risk against SP-DA
Alpha | -1.82% |
---|---|
Beta | 1.03 |
Correlation | 99.09% |
Downside Deviation | 2.47% |
Coefficient of determination | 98.20% |
Standard Deviation | 3.48% |
Sharpe Ratio | -0.09 |
Sortino | -0.44 |
Treynor | 27.41 |
Ulcer Index | 2.91 |
Ulcer Performance Index | -0.37 |