CVERX
Columbia Select MidCap Value-Inst2
$14.84
0.04 (0.27%)
Currency in USD / Last Updated: 3/28/2024
Category | MidCap Value |
---|---|
Market Cap | 2604.094M |
52 Week High | 14.84 |
52 Week Low | 11.303 |
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Key Data
Symbol | CVERX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 14.84 |
Price Yesterday | 14.8 |
Market Cap | 2,604.09 |
YTD Return | 9.26% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0078 |
Overview
52 Week High | 14.84 |
---|---|
52 Week Low | 11.30 |
Market Cap | 2,604.09M |
Shares Outstanding | 175.48M |
Income Dividend Yield | 1.03% |
Long Term Dividend Yield | 0.38% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.41% |
Returns Annualized
One Day | 97.55% |
---|---|
Five Days | 98.29% |
One Months | 102.98% |
Three Months | 44.24% |
Six Months | 53.06% |
Nine Months | 21.17% |
One Year | 20.34% |
Three Years | 8.64% |
Five Years | 12.01% |
Ten Years | 8.99% |
YTD | 44.24% |
Since Inception | 11.82% |
Returns Total
One Day | 0.27% |
---|---|
Five Days | 1.37% |
One Month | 5.77% |
Three Months | 9.26% |
Six Months | 23.28% |
Nine Months | 15.30% |
One Year | 20.06% |
Three Years | 28.06% |
Five Years | 76.08% |
Ten Years | 135.97% |
YTD | 9.26% |
Since Inception | 255.28% |
Yearly Returns
2024 | 9.26% |
---|---|
2023 | 10.61% |
2022 | -9.05% |
2021 | 32.31% |
2020 | 6.98% |
2019 | 31.76% |
2018 | -13.15% |
2017 | 13.68% |
2016 | 14.42% |
2015 | -4.83% |
Risk against SP-DA
Alpha | -13.61% |
---|---|
Beta | 1.11 |
Correlation | 91.78% |
Downside Deviation | 4.20% |
Coefficient of determination | 84.23% |
Standard Deviation | 4.07% |
Sharpe Ratio | -0.73 |
Sortino | -2.46 |
Treynor | 16.96 |
Ulcer Index | 5.27 |
Ulcer Performance Index | -1.96 |