CDVZX
Columbia LargeCap Value-Inst2
$16.35
0.07 (0.43%)
Currency in USD / Last Updated: 4/26/2024
Category | Large Cap Value |
---|---|
Market Cap | 2374.151M |
52 Week High | 16.81 |
52 Week Low | 13.385 |
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Key Data
Symbol | CDVZX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 16.35 |
Price Yesterday | 16.28 |
Market Cap | 2,374.15 |
YTD Return | 7.32% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0072 |
Overview
52 Week High | 16.81 |
---|---|
52 Week Low | 13.39 |
Market Cap | 2,374.15M |
Shares Outstanding | 145.21M |
Income Dividend Yield | 1.85% |
Long Term Dividend Yield | 3.69% |
Short Term Dividend Yield | 0.16% |
52 Week Yield (All) | 5.70% |
Returns Annualized
One Day | 195.14% |
---|---|
Five Days | 154.54% |
One Months | -9.94% |
Three Months | 27.28% |
Six Months | 45.53% |
Nine Months | 13.76% |
One Year | 19.73% |
Three Years | 6.39% |
Five Years | 10.41% |
Ten Years | 9.43% |
YTD | 24.60% |
Since Inception | 10.39% |
Returns Total
One Day | 0.43% |
---|---|
Five Days | 1.87% |
One Month | -0.91% |
Three Months | 6.21% |
Six Months | 20.43% |
Nine Months | 10.20% |
One Year | 19.71% |
Three Years | 20.40% |
Five Years | 63.89% |
Ten Years | 145.86% |
YTD | 7.32% |
Since Inception | 277.16% |
Yearly Returns
2024 | 7.32% |
---|---|
2023 | 9.87% |
2022 | -5.05% |
2021 | 23.99% |
2020 | 5.64% |
2019 | 30.09% |
2018 | -10.90% |
2017 | 16.88% |
2016 | 14.93% |
2015 | -2.01% |
Risk against SP-DA
Alpha | -4.27% |
---|---|
Beta | 0.83 |
Correlation | 89.87% |
Downside Deviation | 2.51% |
Coefficient of determination | 80.77% |
Standard Deviation | 3.16% |
Sharpe Ratio | -0.73 |
Sortino | -3.2 |
Treynor | 17.23 |
Ulcer Index | 3.15 |
Ulcer Performance Index | -2.54 |