CLHRX
Columbia Capital Alloc Mod Aggress-Inst2
$11.75
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 1727.896M |
52 Week High | 11.75 |
52 Week Low | 9.738 |
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Key Data
Symbol | CLHRX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 11.75 |
Price Yesterday | 11.75 |
Market Cap | 1,727.90 |
YTD Return | 5.82% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0071 |
Overview
52 Week High | 11.75 |
---|---|
52 Week Low | 9.74 |
Market Cap | 1,727.90M |
Shares Outstanding | 147.06M |
Income Dividend Yield | 4.81% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.81% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 8.04% |
One Months | 36.60% |
Three Months | 26.34% |
Six Months | 35.28% |
Nine Months | 17.11% |
One Year | 18.19% |
Three Years | 3.65% |
Five Years | 7.70% |
Ten Years | 7.05% |
YTD | 26.34% |
Since Inception | 8.15% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.15% |
One Month | 2.50% |
Three Months | 5.82% |
Six Months | 16.02% |
Nine Months | 12.42% |
One Year | 17.94% |
Three Years | 11.31% |
Five Years | 44.78% |
Ten Years | 97.21% |
YTD | 5.82% |
Since Inception | 143.27% |
Yearly Returns
2024 | 5.82% |
---|---|
2023 | 17.81% |
2022 | -17.91% |
2021 | 13.04% |
2020 | 13.44% |
2019 | 21.54% |
2018 | -7.43% |
2017 | 18.92% |
2016 | 6.53% |
2015 | 0.62% |
Risk against SP-DA
Alpha | -5.48% |
---|---|
Beta | 0.72 |
Correlation | 98.49% |
Downside Deviation | 2.53% |
Coefficient of determination | 97.01% |
Standard Deviation | 2.44% |
Sharpe Ratio | -1.63 |
Sortino | -5.44 |
Treynor | 21.53 |
Ulcer Index | 2.42 |
Ulcer Performance Index | -5.69 |