CSCZX
Columbia SmallCap Value I-Inst
$48.01
-0.05 (-0.10%)
Currency in USD / Last Updated: 4/18/2024
Category | Small Cap Value |
---|---|
Market Cap | 1375.083M |
52 Week High | 51.99 |
52 Week Low | 39.515 |
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Key Data
Symbol | CSCZX |
---|---|
Type | Mutual Fund |
Category | Small Cap Value |
Price | 48.01 |
Price Yesterday | 48.06 |
Market Cap | 1,375.08 |
YTD Return | -3.96% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0099 |
Overview
52 Week High | 51.99 |
---|---|
52 Week Low | 39.52 |
Market Cap | 1,375.08M |
Shares Outstanding | 28.64M |
Income Dividend Yield | 0.74% |
Long Term Dividend Yield | 6.24% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.98% |
Returns Annualized
One Day | -23.09% |
---|---|
Five Days | -89.98% |
One Months | -23.05% |
Three Months | 6.51% |
Six Months | 29.19% |
Nine Months | 5.08% |
One Year | 16.31% |
Three Years | 3.41% |
Five Years | 9.18% |
Ten Years | 6.84% |
YTD | -12.71% |
Since Inception | 9.03% |
Returns Total
One Day | -0.10% |
---|---|
Five Days | -4.46% |
One Month | -2.26% |
Three Months | 1.59% |
Six Months | 13.53% |
Nine Months | 3.81% |
One Year | 16.29% |
Three Years | 10.57% |
Five Years | 54.93% |
Ten Years | 93.46% |
YTD | -3.96% |
Since Inception | 753.06% |
Yearly Returns
2024 | -3.96% |
---|---|
2023 | 21.66% |
2022 | -8.60% |
2021 | 29.08% |
2020 | 8.08% |
2019 | 21.27% |
2018 | -18.10% |
2017 | 14.18% |
2016 | 32.69% |
2015 | -15.16% |
Risk against SP-DA
Alpha | -13.37% |
---|---|
Beta | 1.42 |
Correlation | 83.29% |
Downside Deviation | 3.81% |
Coefficient of determination | 69.36% |
Standard Deviation | 5.79% |
Sharpe Ratio | -0.31 |
Sortino | -1.63 |
Treynor | 7.71 |
Ulcer Index | 5.27 |
Ulcer Performance Index | -1.18 |