CDOZX
Columbia Dividend Opportunity-Inst
$37.08
-0.15 (-0.40%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Value |
---|---|
Market Cap | 2199.801M |
52 Week High | 38.12 |
52 Week Low | 30.694 |
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Key Data
Symbol | CDOZX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 37.08 |
Price Yesterday | 37.23 |
Market Cap | 2,199.80 |
YTD Return | 5.55% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.008 |
Overview
52 Week High | 38.12 |
---|---|
52 Week Low | 30.69 |
Market Cap | 2,199.80M |
Shares Outstanding | 59.33M |
Income Dividend Yield | 2.95% |
Long Term Dividend Yield | 0.80% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.75% |
Returns Annualized
One Day | -63.88% |
---|---|
Five Days | 231.29% |
One Months | -8.55% |
Three Months | 19.36% |
Six Months | 39.81% |
Nine Months | 9.91% |
One Year | 12.03% |
Three Years | 6.74% |
Five Years | 8.63% |
Ten Years | 8.38% |
YTD | 18.58% |
Since Inception | 10.39% |
Returns Total
One Day | -0.40% |
---|---|
Five Days | 2.40% |
One Month | -0.78% |
Three Months | 4.52% |
Six Months | 18.06% |
Nine Months | 7.38% |
One Year | 12.02% |
Three Years | 21.58% |
Five Years | 51.14% |
Ten Years | 123.23% |
YTD | 5.55% |
Since Inception | 281.36% |
Yearly Returns
2024 | 5.55% |
---|---|
2023 | 5.10% |
2022 | -1.46% |
2021 | 26.43% |
2020 | 1.06% |
2019 | 23.67% |
2018 | -5.07% |
2017 | 14.51% |
2016 | 13.73% |
2015 | -2.38% |
Risk against SP-DA
Alpha | -9.46% |
---|---|
Beta | 0.78 |
Correlation | 80.64% |
Downside Deviation | 3.06% |
Coefficient of determination | 65.04% |
Standard Deviation | 3.30% |
Sharpe Ratio | -1.22 |
Sortino | -4.55 |
Treynor | 8.5 |
Ulcer Index | 3.76 |
Ulcer Performance Index | -3.7 |