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CHWRX

Columbia Capital Alloc Mod Conserv-Adv

$9.58 0.04 (0.42%)
Currency in USD / Last Updated: 3/27/2024
Category Conservative
Market Cap 354.198M
52 Week High 9.58
52 Week Low 8.396
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Key Data
Symbol CHWRX
Type Mutual Fund
Category Conservative
Price 9.58
Price Yesterday 9.54
Market Cap 354.20
YTD Return 3.10%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 2000
Redeption Fee 0
Prospectus 0.0067
Overview
52 Week High 9.58
52 Week Low 8.40
Market Cap 354.20M
Shares Outstanding 36.97M
Income Dividend Yield 3.68%
Long Term Dividend Yield 1.01%
Short Term Dividend Yield 0.04%
52 Week Yield (All) 4.72%
Returns Annualized
One Day 187.32%
Five Days 23.50%
One Months 27.04%
Three Months 11.80%
Six Months 25.12%
Nine Months 11.93%
One Year 12.20%
Three Years 1.12%
Five Years 4.46%
Ten Years 4.44%
YTD 13.69%
Since Inception 4.93%
Returns Total
One Day 0.42%
Five Days 0.42%
One Month 2.01%
Three Months 2.78%
Six Months 11.75%
Nine Months 8.81%
One Year 12.19%
Three Years 3.40%
Five Years 24.30%
Ten Years 54.29%
YTD 3.10%
Since Inception 72.61%
Yearly Returns
2024 3.10%
2023 12.32%
2022 -15.50%
2021 7.46%
2020 10.08%
2019 14.34%
2018 -4.42%
2017 11.37%
2016 5.16%
2015 -0.14%
Risk against SP-DA
Alpha -7.30%
Beta 0.49
Correlation 89.40%
Downside Deviation 2.01%
Coefficient of determination 79.93%
Standard Deviation 1.86%
Sharpe Ratio -3.41
Sortino -10.87
Treynor 14.05
Ulcer Index 2.07
Ulcer Performance Index -10.58

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