CPAMX
Columbia Capital Alloc Mod-Inst2
$10.10
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 1103.91M |
52 Week High | 10.1 |
52 Week Low | 8.641 |
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Key Data
Symbol | CPAMX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 10.1 |
Price Yesterday | 10.1 |
Market Cap | 1,103.91 |
YTD Return | 4.33% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0069 |
Overview
52 Week High | 10.10 |
---|---|
52 Week Low | 8.64 |
Market Cap | 1,103.91M |
Shares Outstanding | 109.30M |
Income Dividend Yield | 5.05% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.05% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 11.63% |
One Months | 30.51% |
Three Months | 19.15% |
Six Months | 30.32% |
Nine Months | 14.27% |
One Year | 14.44% |
Three Years | 2.24% |
Five Years | 6.06% |
Ten Years | 5.80% |
YTD | 19.15% |
Since Inception | 6.25% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.22% |
One Month | 2.13% |
Three Months | 4.33% |
Six Months | 13.91% |
Nine Months | 10.39% |
One Year | 14.24% |
Three Years | 6.82% |
Five Years | 34.09% |
Ten Years | 75.50% |
YTD | 4.33% |
Since Inception | 92.05% |
Yearly Returns
2024 | 4.33% |
---|---|
2023 | 15.17% |
2022 | -16.99% |
2021 | 9.76% |
2020 | 12.38% |
2019 | 18.49% |
2018 | -6.14% |
2017 | 15.18% |
2016 | 6.18% |
2015 | 0.53% |
Risk against SP-DA
Alpha | -6.53% |
---|---|
Beta | 0.61 |
Correlation | 96.02% |
Downside Deviation | 2.36% |
Coefficient of determination | 92.20% |
Standard Deviation | 2.14% |
Sharpe Ratio | -2.4 |
Sortino | -7.55 |
Treynor | 18.53 |
Ulcer Index | 2.24 |
Ulcer Performance Index | -7.97 |