CSERX
Columbia Select LargeCap Value-Adv
$33.68
0.09 (0.27%)
Currency in USD / Last Updated: 4/17/2024
Category | Large Cap Value |
---|---|
Market Cap | 2300.651M |
52 Week High | 35.27 |
52 Week Low | 28.48 |
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Key Data
Symbol | CSERX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 33.68 |
Price Yesterday | 33.59 |
Market Cap | 2,300.65 |
YTD Return | 4.05% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0055 |
Overview
52 Week High | 35.27 |
---|---|
52 Week Low | 28.48 |
Market Cap | 2,300.65M |
Shares Outstanding | 68.31M |
Income Dividend Yield | 2.03% |
Long Term Dividend Yield | 1.44% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.47% |
Returns Annualized
One Day | 96.40% |
---|---|
Five Days | -80.80% |
One Months | -6.88% |
Three Months | 29.57% |
Six Months | 26.52% |
Nine Months | 10.15% |
One Year | 9.49% |
Three Years | 5.12% |
Five Years | 9.91% |
Ten Years | 9.37% |
YTD | 14.48% |
Since Inception | 12.11% |
Returns Total
One Day | 0.27% |
---|---|
Five Days | -3.22% |
One Month | -0.62% |
Three Months | 6.68% |
Six Months | 12.36% |
Nine Months | 7.56% |
One Year | 9.48% |
Three Years | 16.13% |
Five Years | 60.17% |
Ten Years | 144.41% |
YTD | 4.05% |
Since Inception | 268.01% |
Yearly Returns
2024 | 4.05% |
---|---|
2023 | 5.75% |
2022 | -0.81% |
2021 | 26.65% |
2020 | 6.41% |
2019 | 26.88% |
2018 | -12.08% |
2017 | 20.36% |
2016 | 20.67% |
2015 | -5.60% |
Risk against SP-DA
Alpha | -11.38% |
---|---|
Beta | 0.88 |
Correlation | 84.52% |
Downside Deviation | 3.08% |
Coefficient of determination | 71.44% |
Standard Deviation | 3.56% |
Sharpe Ratio | -1.09 |
Sortino | -4.35 |
Treynor | 4.65 |
Ulcer Index | 4.36 |
Ulcer Performance Index | -3.08 |