CLDZX
Columbia Limited Duration Credit-Inst2
$9.61
-0.01 (-0.10%)
Currency in USD / Last Updated: 4/24/2024
Category | Short Term Bond |
---|---|
Market Cap | 516.897M |
52 Week High | 9.691 |
52 Week Low | 9.182 |
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Key Data
Symbol | CLDZX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.61 |
Price Yesterday | 9.62 |
Market Cap | 516.90 |
YTD Return | -0.32% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 9.69 |
---|---|
52 Week Low | 9.18 |
Market Cap | 516.90M |
Shares Outstanding | 53.79M |
Income Dividend Yield | 3.43% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.43% |
Returns Annualized
One Day | -23.08% |
---|---|
Five Days | 0.00% |
One Months | -6.89% |
Three Months | -0.04% |
Six Months | 8.58% |
Nine Months | 5.24% |
One Year | 3.82% |
Three Years | -0.15% |
Five Years | 1.83% |
Ten Years | 1.85% |
YTD | -1.02% |
Since Inception | 2.21% |
Returns Total
One Day | -0.10% |
---|---|
Five Days | 0.00% |
One Month | -0.62% |
Three Months | -0.01% |
Six Months | 4.16% |
Nine Months | 3.93% |
One Year | 3.81% |
Three Years | -0.45% |
Five Years | 9.45% |
Ten Years | 20.08% |
YTD | -0.32% |
Since Inception | 34.41% |
Yearly Returns
2024 | -0.32% |
---|---|
2023 | 6.75% |
2022 | -6.12% |
2021 | -0.64% |
2020 | 5.70% |
2019 | 7.59% |
2018 | 0.11% |
2017 | 2.11% |
2016 | 6.45% |
2015 | -1.63% |
Risk against SP-DA
Alpha | -5.20% |
---|---|
Beta | 0.19 |
Correlation | 70.51% |
Downside Deviation | 0.47% |
Coefficient of determination | 49.71% |
Standard Deviation | 0.92% |
Sharpe Ratio | -6.48 |
Sortino | -43.96 |
Treynor | -8.23 |
Ulcer Index | 0.74 |
Ulcer Performance Index | -28.11 |