INDZX
Columbia LargeCap Value-A
$16.32
-0.05 (-0.31%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Value |
---|---|
Market Cap | 2363.919M |
52 Week High | 16.85 |
52 Week Low | 13.448 |
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Key Data
Symbol | INDZX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 16.32 |
Price Yesterday | 16.37 |
Market Cap | 2,363.92 |
YTD Return | 6.78% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0097 |
Overview
52 Week High | 16.85 |
---|---|
52 Week Low | 13.45 |
Market Cap | 2,363.92M |
Shares Outstanding | 144.85M |
Income Dividend Yield | 1.62% |
Long Term Dividend Yield | 3.70% |
Short Term Dividend Yield | 0.16% |
52 Week Yield (All) | 5.47% |
Returns Annualized
One Day | -53.78% |
---|---|
Five Days | 163.14% |
One Months | -14.82% |
Three Months | 25.08% |
Six Months | 42.40% |
Nine Months | 13.18% |
One Year | 17.73% |
Three Years | 5.97% |
Five Years | 10.13% |
Ten Years | 9.12% |
YTD | 22.97% |
Since Inception | 10.06% |
Returns Total
One Day | -0.31% |
---|---|
Five Days | 1.94% |
One Month | -1.39% |
Three Months | 5.75% |
Six Months | 19.14% |
Nine Months | 9.77% |
One Year | 17.71% |
Three Years | 18.99% |
Five Years | 61.89% |
Ten Years | 138.84% |
YTD | 6.78% |
Since Inception | 2,361.54% |
Yearly Returns
2024 | 6.78% |
---|---|
2023 | 9.55% |
2022 | -5.28% |
2021 | 23.70% |
2020 | 5.33% |
2019 | 29.82% |
2018 | -11.18% |
2017 | 16.65% |
2016 | 14.64% |
2015 | -2.27% |
Risk against SP-DA
Alpha | -5.05% |
---|---|
Beta | 0.85 |
Correlation | 90.44% |
Downside Deviation | 2.54% |
Coefficient of determination | 81.79% |
Standard Deviation | 3.18% |
Sharpe Ratio | -0.75 |
Sortino | -3.24 |
Treynor | 14.61 |
Ulcer Index | 3.18 |
Ulcer Performance Index | -2.58 |