CFDRX
Columbia Select MidCap Value-Adv
$14.13
0.11 (0.78%)
Currency in USD / Last Updated: 4/22/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 2456.147M |
| 52 Week High | 14.84 |
| 52 Week Low | 11.297 |
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Key Data
| Symbol | CFDRX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 14.13 |
| Price Yesterday | 14.02 |
| Market Cap | 2,456.15 |
| YTD Return | 4.02% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0088 |
Overview
| 52 Week High | 14.84 |
|---|---|
| 52 Week Low | 11.30 |
| Market Cap | 2,456.15M |
| Shares Outstanding | 173.83M |
| Income Dividend Yield | 1.00% |
| Long Term Dividend Yield | 0.40% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.39% |
Returns Annualized
| One Day | 618.07% |
|---|---|
| Five Days | 0.00% |
| One Months | -30.29% |
| Three Months | 19.50% |
| Six Months | 49.79% |
| Nine Months | 8.88% |
| One Year | 13.91% |
| Three Years | 5.73% |
| Five Years | 10.12% |
| Ten Years | 8.34% |
| YTD | 13.78% |
| Since Inception | 11.14% |
Returns Total
| One Day | 0.78% |
|---|---|
| Five Days | 0.00% |
| One Month | -2.82% |
| Three Months | 4.55% |
| Six Months | 22.17% |
| Nine Months | 6.59% |
| One Year | 13.84% |
| Three Years | 18.13% |
| Five Years | 61.80% |
| Ten Years | 122.34% |
| YTD | 4.02% |
| Since Inception | 233.81% |
Yearly Returns
| 2024 | 4.02% |
|---|---|
| 2023 | 10.50% |
| 2022 | -9.14% |
| 2021 | 32.18% |
| 2020 | 6.85% |
| 2019 | 31.63% |
| 2018 | -13.24% |
| 2017 | 13.55% |
| 2016 | 14.26% |
| 2015 | -4.95% |
Risk against SP-DA
| Alpha | -10.51% |
|---|---|
| Beta | 1.07 |
| Correlation | 89.18% |
| Downside Deviation | 3.90% |
| Coefficient of determination | 79.53% |
| Standard Deviation | 4.09% |
| Sharpe Ratio | -0.66 |
| Sortino | -2.39 |
| Treynor | 7.98 |
| Ulcer Index | 5.32 |
| Ulcer Performance Index | -1.75 |