CDLRX
Columbia Limited Duration Credit-Adv
$9.60
-0.01 (-0.10%)
Currency in USD / Last Updated: 4/25/2024
Category | Short Term Bond |
---|---|
Market Cap | 516.897M |
52 Week High | 9.691 |
52 Week Low | 9.179 |
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Key Data
Symbol | CDLRX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.6 |
Price Yesterday | 9.61 |
Market Cap | 516.90 |
YTD Return | -0.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 9.69 |
---|---|
52 Week Low | 9.18 |
Market Cap | 516.90M |
Shares Outstanding | 53.84M |
Income Dividend Yield | 3.43% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.43% |
Returns Annualized
One Day | -23.10% |
---|---|
Five Days | 5.40% |
One Months | -7.01% |
Three Months | -1.28% |
Six Months | 8.82% |
Nine Months | 5.10% |
One Year | 3.28% |
Three Years | -0.15% |
Five Years | 1.81% |
Ten Years | 1.85% |
YTD | -1.33% |
Since Inception | 1.84% |
Returns Total
One Day | -0.10% |
---|---|
Five Days | 0.10% |
One Month | -0.63% |
Three Months | -0.32% |
Six Months | 4.28% |
Nine Months | 3.82% |
One Year | 3.28% |
Three Years | -0.46% |
Five Years | 9.34% |
Ten Years | 20.09% |
YTD | -0.43% |
Since Inception | 22.54% |
Yearly Returns
2024 | -0.43% |
---|---|
2023 | 6.87% |
2022 | -6.14% |
2021 | -0.64% |
2020 | 5.70% |
2019 | 7.48% |
2018 | 0.12% |
2017 | 2.10% |
2016 | 6.45% |
2015 | -1.54% |
Risk against SP-DA
Alpha | -5.87% |
---|---|
Beta | 0.18 |
Correlation | 67.09% |
Downside Deviation | 0.48% |
Coefficient of determination | 45.00% |
Standard Deviation | 0.93% |
Sharpe Ratio | -7.05 |
Sortino | -47.65 |
Treynor | -11.43 |
Ulcer Index | 0.71 |
Ulcer Performance Index | -32.12 |