CSVZX
Columbia Select LargeCap Value-Inst
$33.24
0.13 (0.39%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Value |
---|---|
Market Cap | 2310.104M |
52 Week High | 34.67 |
52 Week Low | 27.99 |
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Key Data
Symbol | CSVZX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 33.24 |
Price Yesterday | 33.11 |
Market Cap | 2,310.10 |
YTD Return | 4.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0055 |
Overview
52 Week High | 34.67 |
---|---|
52 Week Low | 27.99 |
Market Cap | 2,310.10M |
Shares Outstanding | 69.50M |
Income Dividend Yield | 2.06% |
Long Term Dividend Yield | 1.46% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.52% |
Returns Annualized
One Day | 168.72% |
---|---|
Five Days | -72.44% |
One Months | -5.68% |
Three Months | 30.36% |
Six Months | 29.85% |
Nine Months | 9.59% |
One Year | 9.81% |
Three Years | 5.25% |
Five Years | 10.00% |
Ten Years | 9.41% |
YTD | 15.82% |
Since Inception | 11.84% |
Returns Total
One Day | 0.39% |
---|---|
Five Days | -2.52% |
One Month | -0.51% |
Three Months | 6.85% |
Six Months | 13.82% |
Nine Months | 7.14% |
One Year | 9.80% |
Three Years | 16.59% |
Five Years | 60.83% |
Ten Years | 145.35% |
YTD | 4.46% |
Since Inception | 353.85% |
Yearly Returns
2024 | 4.46% |
---|---|
2023 | 5.75% |
2022 | -0.82% |
2021 | 26.64% |
2020 | 6.43% |
2019 | 26.90% |
2018 | -12.09% |
2017 | 20.36% |
2016 | 20.66% |
2015 | -5.58% |
Risk against SP-DA
Alpha | -10.96% |
---|---|
Beta | 0.9 |
Correlation | 85.48% |
Downside Deviation | 3.07% |
Coefficient of determination | 73.07% |
Standard Deviation | 3.57% |
Sharpe Ratio | -1.03 |
Sortino | -4.15 |
Treynor | 4.94 |
Ulcer Index | 4.38 |
Ulcer Performance Index | -2.9 |