CVIRX
Columbia Dividend Income-Adv
$31.93
0.04 (0.13%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Value |
---|---|
Market Cap | 38561.542M |
52 Week High | 33.47 |
52 Week Low | 27.316 |
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Key Data
Symbol | CVIRX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 31.93 |
Price Yesterday | 31.89 |
Market Cap | 38,561.54 |
YTD Return | 3.42% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0065 |
Overview
52 Week High | 33.47 |
---|---|
52 Week Low | 27.32 |
Market Cap | 38,561.54M |
Shares Outstanding | 1,207.69M |
Income Dividend Yield | 1.84% |
Long Term Dividend Yield | 2.87% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.70% |
Returns Annualized
One Day | 37.19% |
---|---|
Five Days | -69.48% |
One Months | -24.81% |
Three Months | 16.38% |
Six Months | 25.36% |
Nine Months | 11.61% |
One Year | 12.76% |
Three Years | 6.84% |
Five Years | 10.59% |
Ten Years | 10.76% |
YTD | 11.99% |
Since Inception | 12.16% |
Returns Total
One Day | 0.13% |
---|---|
Five Days | -2.32% |
One Month | -2.46% |
Three Months | 3.86% |
Six Months | 11.85% |
Nine Months | 8.62% |
One Year | 12.74% |
Three Years | 21.93% |
Five Years | 65.23% |
Ten Years | 177.19% |
YTD | 3.42% |
Since Inception | 270.33% |
Yearly Returns
2024 | 3.42% |
---|---|
2023 | 10.49% |
2022 | -4.96% |
2021 | 26.28% |
2020 | 7.77% |
2019 | 28.16% |
2018 | -4.41% |
2017 | 20.80% |
2016 | 13.38% |
2015 | 0.66% |
Risk against SP-DA
Alpha | -6.15% |
---|---|
Beta | 0.79 |
Correlation | 92.96% |
Downside Deviation | 2.35% |
Coefficient of determination | 86.42% |
Standard Deviation | 2.88% |
Sharpe Ratio | -0.98 |
Sortino | -4.16 |
Treynor | 9.35 |
Ulcer Index | 2.81 |
Ulcer Performance Index | -3.48 |