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CPDAX

Columbia Capital Alloc Aggress-Adv

$12.28 -0.01 (-0.08%)
Currency in USD / Last Updated: 3/28/2024
Category Balanced Aggressive
Market Cap 1303.387M
52 Week High 12.29
52 Week Low 9.875
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Key Data
Symbol CPDAX
Type Mutual Fund
Category Balanced Aggressive
Price 12.28
Price Yesterday 12.29
Market Cap 1,303.39
YTD Return 7.06%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 2000
Redeption Fee 0
Prospectus 0.0077
Overview
52 Week High 12.29
52 Week Low 9.88
Market Cap 1,303.39M
Shares Outstanding 106.14M
Income Dividend Yield 5.03%
Long Term Dividend Yield 0.43%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 5.46%
Returns Annualized
One Day -18.56%
Five Days 4.20%
One Months 39.52%
Three Months 32.60%
Six Months 39.62%
Nine Months 19.60%
One Year 21.42%
Three Years 4.87%
Five Years 9.16%
Ten Years 8.08%
YTD 32.60%
Since Inception 8.75%
Returns Total
One Day -0.08%
Five Days 0.08%
One Month 2.68%
Three Months 7.06%
Six Months 17.83%
Nine Months 14.19%
One Year 21.12%
Three Years 15.24%
Five Years 54.85%
Ten Years 117.00%
YTD 7.06%
Since Inception 146.74%
Yearly Returns
2024 7.06%
2023 20.16%
2022 -18.85%
2021 16.58%
2020 14.49%
2019 24.23%
2018 -9.10%
2017 22.55%
2016 6.61%
2015 0.52%
Risk against SP-DA
Alpha -5.07%
Beta 0.83
Correlation 99.41%
Downside Deviation 2.73%
Coefficient of determination 98.82%
Standard Deviation 2.80%
Sharpe Ratio -1.04
Sortino -3.7
Treynor 23.07
Ulcer Index 2.63
Ulcer Performance Index -3.84

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