CUGZX
Columbia Quality Income-Inst2
$16.81
-0.07 (-0.41%)
Currency in USD / Last Updated: 4/25/2024
Category | Intermediate Bond |
---|---|
Market Cap | 1475.935M |
52 Week High | 17.842 |
52 Week Low | 15.744 |
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Key Data
Symbol | CUGZX |
---|---|
Type | Mutual Fund |
Category | Intermediate Bond |
Price | 16.81 |
Price Yesterday | 16.88 |
Market Cap | 1,475.94 |
YTD Return | -5.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0063 |
Overview
52 Week High | 17.84 |
---|---|
52 Week Low | 15.74 |
Market Cap | 1,475.94M |
Shares Outstanding | 87.80M |
Income Dividend Yield | 4.22% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.22% |
Returns Annualized
One Day | -64.94% |
---|---|
Five Days | -11.30% |
One Months | -33.07% |
Three Months | -13.36% |
Six Months | 14.13% |
Nine Months | -1.50% |
One Year | -4.22% |
Three Years | -6.89% |
Five Years | -1.83% |
Ten Years | 0.52% |
YTD | -15.32% |
Since Inception | 1.68% |
Returns Total
One Day | -0.41% |
---|---|
Five Days | -0.24% |
One Month | -3.44% |
Three Months | -3.52% |
Six Months | 6.77% |
Nine Months | -1.13% |
One Year | -4.22% |
Three Years | -19.26% |
Five Years | -8.79% |
Ten Years | 5.32% |
YTD | -5.14% |
Since Inception | 25.31% |
Yearly Returns
2024 | -5.14% |
---|---|
2023 | 4.27% |
2022 | -16.87% |
2021 | 0.05% |
2020 | 5.95% |
2019 | 6.79% |
2018 | 1.95% |
2017 | 3.23% |
2016 | 2.25% |
2015 | 1.32% |
Risk against SP-DA
Alpha | -19.15% |
---|---|
Beta | 0.46 |
Correlation | 58.28% |
Downside Deviation | 2.08% |
Coefficient of determination | 33.96% |
Standard Deviation | 2.71% |
Sharpe Ratio | -3.22 |
Sortino | -14.48 |
Treynor | -20.69 |
Ulcer Index | 4.64 |
Ulcer Performance Index | -6.5 |