CPAZX
Columbia Capital Alloc Aggress-Inst
$12.10
-0.02 (-0.17%)
Currency in USD / Last Updated: 4/18/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 1242.198M |
| 52 Week High | 12.6 |
| 52 Week Low | 10.333 |
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Key Data
| Symbol | CPAZX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 12.1 |
| Price Yesterday | 12.12 |
| Market Cap | 1,242.20 |
| YTD Return | 2.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 12.60 |
|---|---|
| 52 Week Low | 10.33 |
| Market Cap | 1,242.20M |
| Shares Outstanding | 102.66M |
| Income Dividend Yield | 5.11% |
| Long Term Dividend Yield | 0.44% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.54% |
Returns Annualized
| One Day | -34.07% |
|---|---|
| Five Days | -81.38% |
| One Months | -24.48% |
| Three Months | 13.63% |
| Six Months | 28.82% |
| Nine Months | 9.92% |
| One Year | 15.43% |
| Three Years | 2.09% |
| Five Years | 7.79% |
| Ten Years | 7.75% |
| YTD | 10.06% |
| Since Inception | 8.86% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | -3.28% |
| One Month | -2.42% |
| Three Months | 3.24% |
| Six Months | 13.37% |
| Nine Months | 7.38% |
| One Year | 15.41% |
| Three Years | 6.40% |
| Five Years | 45.38% |
| Ten Years | 110.51% |
| YTD | 2.89% |
| Since Inception | 215.35% |
Yearly Returns
| 2024 | 2.89% |
|---|---|
| 2023 | 20.17% |
| 2022 | -18.88% |
| 2021 | 16.55% |
| 2020 | 14.47% |
| 2019 | 24.15% |
| 2018 | -9.01% |
| 2017 | 22.57% |
| 2016 | 6.53% |
| 2015 | 0.59% |
Risk against SP-DA
| Alpha | -4.01% |
|---|---|
| Beta | 0.82 |
| Correlation | 98.93% |
| Downside Deviation | 2.64% |
| Coefficient of determination | 97.88% |
| Standard Deviation | 2.82% |
| Sharpe Ratio | -0.73 |
| Sortino | -2.69 |
| Treynor | 12.26 |
| Ulcer Index | 2.66 |
| Ulcer Performance Index | -2.67 |