CLMZX
Columbia Mortgage Opportunities-Inst
$7.75
0.01 (0.13%)
Currency in USD / Last Updated: 4/23/2024
Category | Unconventional |
---|---|
Market Cap | 2299.107M |
52 Week High | 8.099 |
52 Week Low | 7.13 |
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Key Data
Symbol | CLMZX |
---|---|
Type | Mutual Fund |
Category | Unconventional |
Price | 7.75 |
Price Yesterday | 7.74 |
Market Cap | 2,299.11 |
YTD Return | -3.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0077 |
Overview
52 Week High | 8.10 |
---|---|
52 Week Low | 7.13 |
Market Cap | 2,299.11M |
Shares Outstanding | 296.66M |
Income Dividend Yield | 6.73% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.73% |
Returns Annualized
One Day | 38.50% |
---|---|
Five Days | 13.92% |
One Months | -32.72% |
Three Months | -7.90% |
Six Months | 17.89% |
Nine Months | 2.47% |
One Year | 1.60% |
Three Years | -5.24% |
Five Years | 0.41% |
Ten Years | -999 |
YTD | -10.12% |
Since Inception | 2.93% |
Returns Total
One Day | 0.13% |
---|---|
Five Days | 0.26% |
One Month | -3.25% |
Three Months | -2.04% |
Six Months | 8.50% |
Nine Months | 1.85% |
One Year | 1.60% |
Three Years | -14.87% |
Five Years | 2.05% |
Ten Years | -999 |
YTD | -3.25% |
Since Inception | 33.30% |
Yearly Returns
2024 | -3.25% |
---|---|
2023 | 7.53% |
2022 | -17.75% |
2021 | 5.30% |
2020 | 9.21% |
2019 | 6.38% |
2018 | 7.85% |
2017 | 5.45% |
2016 | 6.57% |
2015 | 2.50% |
Risk against SP-DA
Alpha | -12.23% |
---|---|
Beta | 0.44 |
Correlation | 62.41% |
Downside Deviation | 1.91% |
Coefficient of determination | 38.96% |
Standard Deviation | 2.41% |
Sharpe Ratio | -2.75 |
Sortino | -12.03 |
Treynor | -8.61 |
Ulcer Index | 3.19 |
Ulcer Performance Index | -7.22 |