CGQFX
Columbia Disciplined Growth-Adv
$10.12
-0.08 (-0.78%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 267.558M |
52 Week High | 10.65 |
52 Week Low | 7.545 |
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Key Data
Symbol | CGQFX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 10.12 |
Price Yesterday | 10.2 |
Market Cap | 267.56 |
YTD Return | 6.98% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0081 |
Overview
52 Week High | 10.65 |
---|---|
52 Week Low | 7.55 |
Market Cap | 267.56M |
Shares Outstanding | 26.44M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 4.93% |
Short Term Dividend Yield | 0.42% |
52 Week Yield (All) | 5.35% |
Returns Annualized
One Day | -86.28% |
---|---|
Five Days | 0.00% |
One Months | -41.85% |
Three Months | 9.64% |
Six Months | 52.66% |
Nine Months | 19.02% |
One Year | 34.17% |
Three Years | 8.73% |
Five Years | 14.81% |
Ten Years | -999 |
YTD | 23.70% |
Since Inception | 13.73% |
Returns Total
One Day | -0.78% |
---|---|
Five Days | 0.00% |
One Month | -4.62% |
Three Months | 2.33% |
Six Months | 23.32% |
Nine Months | 14.02% |
One Year | 34.13% |
Three Years | 28.51% |
Five Years | 99.21% |
Ten Years | -999 |
YTD | 6.98% |
Since Inception | 213.51% |
Yearly Returns
2024 | 6.98% |
---|---|
2023 | 41.11% |
2022 | -27.63% |
2021 | 30.21% |
2020 | 28.92% |
2019 | 28.45% |
2018 | -3.68% |
2017 | 29.46% |
2016 | 5.26% |
2015 | 1.39% |
Risk against SP-DA
Alpha | 3.23% |
---|---|
Beta | 1.24 |
Correlation | 96.65% |
Downside Deviation | 3.16% |
Coefficient of determination | 93.41% |
Standard Deviation | 4.37% |
Sharpe Ratio | 0.54 |
Sortino | 2.6 |
Treynor | 23.18 |
Ulcer Index | 3.21 |
Ulcer Performance Index | 2.56 |