CCRZX
Columbia Disciplined Core-Inst
$14.27
0.17 (1.21%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap |
---|---|
Market Cap | 4510.433M |
52 Week High | 14.76 |
52 Week Low | 11.148 |
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Key Data
Symbol | CCRZX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 14.27 |
Price Yesterday | 14.1 |
Market Cap | 4,510.43 |
YTD Return | 8.35% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0072 |
Overview
52 Week High | 14.76 |
---|---|
52 Week Low | 11.15 |
Market Cap | 4,510.43M |
Shares Outstanding | 316.08M |
Income Dividend Yield | 0.92% |
Long Term Dividend Yield | 2.87% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.79% |
Returns Annualized
One Day | 1,955.53% |
---|---|
Five Days | 32.79% |
One Months | -30.56% |
Three Months | 25.99% |
Six Months | 47.48% |
Nine Months | 18.97% |
One Year | 24.40% |
Three Years | 8.46% |
Five Years | 12.25% |
Ten Years | 11.91% |
YTD | 29.62% |
Since Inception | 13.58% |
Returns Total
One Day | 1.21% |
---|---|
Five Days | 0.56% |
One Month | -2.99% |
Three Months | 5.94% |
Six Months | 21.23% |
Nine Months | 13.98% |
One Year | 24.37% |
Three Years | 27.49% |
Five Years | 78.02% |
Ten Years | 207.34% |
YTD | 8.35% |
Since Inception | 460.05% |
Yearly Returns
2024 | 8.35% |
---|---|
2023 | 24.35% |
2022 | -18.75% |
2021 | 32.75% |
2020 | 14.08% |
2019 | 24.83% |
2018 | -3.81% |
2017 | 24.44% |
2016 | 7.91% |
2015 | 1.12% |
Risk against SP-DA
Alpha | -0.70% |
---|---|
Beta | 1.02 |
Correlation | 99.13% |
Downside Deviation | 2.48% |
Coefficient of determination | 98.26% |
Standard Deviation | 3.55% |
Sharpe Ratio | -0.02 |
Sortino | -0.09 |
Treynor | 18.55 |
Ulcer Index | 2.99 |
Ulcer Performance Index | -0.07 |