CLCQX
Columbia Disciplined Core-Adv
$14.07
-0.12 (-0.85%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap |
---|---|
Market Cap | 4416.249M |
52 Week High | 14.87 |
52 Week Low | 11.218 |
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Key Data
Symbol | CLCQX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 14.07 |
Price Yesterday | 14.19 |
Market Cap | 4,416.25 |
YTD Return | 6.11% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0072 |
Overview
52 Week High | 14.87 |
---|---|
52 Week Low | 11.22 |
Market Cap | 4,416.25M |
Shares Outstanding | 313.88M |
Income Dividend Yield | 0.93% |
Long Term Dividend Yield | 2.91% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.84% |
Returns Annualized
One Day | -88.26% |
---|---|
Five Days | -80.94% |
One Months | -35.07% |
Three Months | 18.01% |
Six Months | 37.52% |
Nine Months | 14.74% |
One Year | 21.30% |
Three Years | 7.63% |
Five Years | 12.00% |
Ten Years | 11.72% |
YTD | 21.75% |
Since Inception | 12.72% |
Returns Total
One Day | -0.85% |
---|---|
Five Days | -3.23% |
One Month | -3.70% |
Three Months | 4.22% |
Six Months | 17.10% |
Nine Months | 10.91% |
One Year | 21.27% |
Three Years | 24.65% |
Five Years | 76.07% |
Ten Years | 202.39% |
YTD | 6.11% |
Since Inception | 275.80% |
Yearly Returns
2024 | 6.11% |
---|---|
2023 | 24.37% |
2022 | -18.77% |
2021 | 32.73% |
2020 | 14.09% |
2019 | 24.81% |
2018 | -3.78% |
2017 | 24.45% |
2016 | 7.97% |
2015 | 1.13% |
Risk against SP-DA
Alpha | -0.56% |
---|---|
Beta | 1.02 |
Correlation | 99.00% |
Downside Deviation | 2.45% |
Coefficient of determination | 98.01% |
Standard Deviation | 3.53% |
Sharpe Ratio | -0.01 |
Sortino | -0.07 |
Treynor | 15.55 |
Ulcer Index | 2.99 |
Ulcer Performance Index | -0.06 |