CLQZX
Columbia Disciplined Growth-Inst
$10.19
-0.04 (-0.39%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 267.586M |
52 Week High | 10.72 |
52 Week Low | 7.595 |
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Key Data
Symbol | CLQZX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 10.19 |
Price Yesterday | 10.23 |
Market Cap | 267.59 |
YTD Return | 7.04% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0081 |
Overview
52 Week High | 10.72 |
---|---|
52 Week Low | 7.60 |
Market Cap | 267.59M |
Shares Outstanding | 26.26M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 4.90% |
Short Term Dividend Yield | 0.42% |
52 Week Yield (All) | 5.31% |
Returns Annualized
One Day | -62.78% |
---|---|
Five Days | -91.49% |
One Months | -29.08% |
Three Months | 21.81% |
Six Months | 42.52% |
Nine Months | 16.91% |
One Year | 30.96% |
Three Years | 8.59% |
Five Years | 15.06% |
Ten Years | 14.46% |
YTD | 25.70% |
Since Inception | 15.08% |
Returns Total
One Day | -0.39% |
---|---|
Five Days | -4.77% |
One Month | -2.95% |
Three Months | 5.05% |
Six Months | 19.20% |
Nine Months | 12.48% |
One Year | 30.93% |
Three Years | 28.02% |
Five Years | 101.26% |
Ten Years | 284.67% |
YTD | 7.04% |
Since Inception | 568.20% |
Yearly Returns
2024 | 7.04% |
---|---|
2023 | 41.16% |
2022 | -27.67% |
2021 | 30.28% |
2020 | 28.79% |
2019 | 28.60% |
2018 | -3.79% |
2017 | 29.54% |
2016 | 5.22% |
2015 | 7.19% |
Risk against SP-DA
Alpha | 4.49% |
---|---|
Beta | 1.23 |
Correlation | 97.00% |
Downside Deviation | 2.94% |
Coefficient of determination | 94.09% |
Standard Deviation | 4.31% |
Sharpe Ratio | 0.56 |
Sortino | 2.87 |
Treynor | 20.8 |
Ulcer Index | 3.13 |
Ulcer Performance Index | 2.7 |