CFRZX
Columbia Floating Rate-Inst
$33.56
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Bank Loans |
---|---|
Market Cap | 801.42M |
52 Week High | 33.64 |
52 Week Low | 30.182 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | CFRZX |
---|---|
Type | Mutual Fund |
Category | Bank Loans |
Price | 33.56 |
Price Yesterday | 33.56 |
Market Cap | 801.42 |
YTD Return | 1.91% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0075 |
Overview
52 Week High | 33.64 |
---|---|
52 Week Low | 30.18 |
Market Cap | 801.42M |
Shares Outstanding | 23.88M |
Income Dividend Yield | 8.73% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 8.73% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -5.83% |
One Months | 4.73% |
Three Months | 8.79% |
Six Months | 10.67% |
Nine Months | 10.02% |
One Year | 11.10% |
Three Years | 4.59% |
Five Years | 4.00% |
Ten Years | 3.90% |
YTD | 6.49% |
Since Inception | 4.58% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.12% |
One Month | 0.40% |
Three Months | 2.13% |
Six Months | 5.15% |
Nine Months | 7.46% |
One Year | 11.09% |
Three Years | 14.40% |
Five Years | 21.63% |
Ten Years | 46.51% |
YTD | 1.91% |
Since Inception | 83.19% |
Yearly Returns
2024 | 1.91% |
---|---|
2023 | 12.00% |
2022 | -2.46% |
2021 | 4.81% |
2020 | 1.22% |
2019 | 7.85% |
2018 | 0.30% |
2017 | 4.19% |
2016 | 9.89% |
2015 | -0.15% |
Risk against SP-DA
Alpha | 3.37% |
---|---|
Beta | 0.15 |
Correlation | 65.37% |
Downside Deviation | 0.29% |
Coefficient of determination | 42.74% |
Standard Deviation | 0.76% |
Sharpe Ratio | -3.92 |
Sortino | -36.15 |
Treynor | 39.09 |
Ulcer Index | 0.22 |
Ulcer Performance Index | -46.96 |