CLREX
Columbia Balanced-Inst2
$50.98
0.30 (0.59%)
Currency in USD / Last Updated: 3/27/2024
Category | Balanced |
---|---|
Market Cap | 9052.569M |
52 Week High | 50.98 |
52 Week Low | 41.103 |
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Key Data
Symbol | CLREX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 50.98 |
Price Yesterday | 50.68 |
Market Cap | 9,052.57 |
YTD Return | 6.29% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0065 |
Overview
52 Week High | 50.98 |
---|---|
52 Week Low | 41.10 |
Market Cap | 9,052.57M |
Shares Outstanding | 177.57M |
Income Dividend Yield | 1.96% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.96% |
Returns Annualized
One Day | 343.17% |
---|---|
Five Days | 16.03% |
One Months | 30.11% |
Three Months | 26.76% |
Six Months | 39.14% |
Nine Months | 20.77% |
One Year | 23.76% |
Three Years | 6.00% |
Five Years | 10.51% |
Ten Years | 8.76% |
YTD | 29.22% |
Since Inception | 9.29% |
Returns Total
One Day | 0.59% |
---|---|
Five Days | 0.30% |
One Month | 2.22% |
Three Months | 6.00% |
Six Months | 17.79% |
Nine Months | 15.19% |
One Year | 23.73% |
Three Years | 19.04% |
Five Years | 64.67% |
Ten Years | 131.18% |
YTD | 6.29% |
Since Inception | 218.29% |
Yearly Returns
2024 | 6.29% |
---|---|
2023 | 21.54% |
2022 | -16.62% |
2021 | 14.96% |
2020 | 17.93% |
2019 | 23.10% |
2018 | -5.65% |
2017 | 14.35% |
2016 | 6.50% |
2015 | 2.00% |
Risk against SP-DA
Alpha | -1.66% |
---|---|
Beta | 0.7 |
Correlation | 98.39% |
Downside Deviation | 2.38% |
Coefficient of determination | 96.82% |
Standard Deviation | 2.39% |
Sharpe Ratio | -1.25 |
Sortino | -4.34 |
Treynor | 26.45 |
Ulcer Index | 2.14 |
Ulcer Performance Index | -4.82 |