CPANX
Columbia Capital Alloc Aggress-Inst2
$11.70
-0.09 (-0.76%)
Currency in USD / Last Updated: 4/19/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 1232.396M |
| 52 Week High | 12.27 |
| 52 Week Low | 10.06 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CPANX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 11.7 |
| Price Yesterday | 11.79 |
| Market Cap | 1,232.40 |
| YTD Return | 2.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0074 |
Overview
| 52 Week High | 12.27 |
|---|---|
| 52 Week Low | 10.06 |
| Market Cap | 1,232.40M |
| Shares Outstanding | 105.33M |
| Income Dividend Yield | 5.31% |
| Long Term Dividend Yield | 0.45% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.76% |
Returns Annualized
| One Day | -85.53% |
|---|---|
| Five Days | -75.42% |
| One Months | -33.26% |
| Three Months | 6.40% |
| Six Months | 28.52% |
| Nine Months | 8.60% |
| One Year | 14.60% |
| Three Years | 2.05% |
| Five Years | 7.65% |
| Ten Years | 7.71% |
| YTD | 7.12% |
| Since Inception | 8.28% |
Returns Total
| One Day | -0.76% |
|---|---|
| Five Days | -2.74% |
| One Month | -3.47% |
| Three Months | 1.56% |
| Six Months | 13.24% |
| Nine Months | 6.41% |
| One Year | 14.58% |
| Three Years | 6.26% |
| Five Years | 44.50% |
| Ten Years | 109.79% |
| YTD | 2.09% |
| Since Inception | 136.55% |
Yearly Returns
| 2024 | 2.09% |
|---|---|
| 2023 | 20.21% |
| 2022 | -18.84% |
| 2021 | 16.52% |
| 2020 | 14.49% |
| 2019 | 24.26% |
| 2018 | -9.00% |
| 2017 | 22.61% |
| 2016 | 6.58% |
| 2015 | 0.69% |
Risk against SP-DA
| Alpha | -4.07% |
|---|---|
| Beta | 0.83 |
| Correlation | 99.29% |
| Downside Deviation | 2.65% |
| Coefficient of determination | 98.58% |
| Standard Deviation | 2.84% |
| Sharpe Ratio | -0.7 |
| Sortino | -2.59 |
| Treynor | 11.17 |
| Ulcer Index | 2.67 |
| Ulcer Performance Index | -2.57 |