NAMAX
Columbia Select MidCap Value-Inst
$13.73
0.07 (0.51%)
Currency in USD / Last Updated: 4/24/2024
Category | MidCap Value |
---|---|
Market Cap | 2497.995M |
52 Week High | 14.18 |
52 Week Low | 10.797 |
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Key Data
Symbol | NAMAX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 13.73 |
Price Yesterday | 13.66 |
Market Cap | 2,498.00 |
YTD Return | 5.82% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0088 |
Overview
52 Week High | 14.18 |
---|---|
52 Week Low | 10.80 |
Market Cap | 2,498.00M |
Shares Outstanding | 181.94M |
Income Dividend Yield | 1.03% |
Long Term Dividend Yield | 0.41% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.43% |
Returns Annualized
One Day | 263.04% |
---|---|
Five Days | 267.93% |
One Months | -13.16% |
Three Months | 30.98% |
Six Months | 56.82% |
Nine Months | 10.95% |
One Year | 15.48% |
Three Years | 5.85% |
Five Years | 10.23% |
Ten Years | 8.47% |
YTD | 19.79% |
Since Inception | 9.52% |
Returns Total
One Day | 0.51% |
---|---|
Five Days | 2.62% |
One Month | -1.22% |
Three Months | 6.97% |
Six Months | 24.98% |
Nine Months | 8.14% |
One Year | 15.47% |
Three Years | 18.55% |
Five Years | 62.58% |
Ten Years | 125.05% |
YTD | 5.82% |
Since Inception | 662.78% |
Yearly Returns
2024 | 5.82% |
---|---|
2023 | 10.49% |
2022 | -9.18% |
2021 | 32.26% |
2020 | 6.83% |
2019 | 31.52% |
2018 | -13.20% |
2017 | 13.57% |
2016 | 14.28% |
2015 | -4.98% |
Risk against SP-DA
Alpha | -10.48% |
---|---|
Beta | 1.07 |
Correlation | 90.22% |
Downside Deviation | 3.82% |
Coefficient of determination | 81.40% |
Standard Deviation | 4.08% |
Sharpe Ratio | -0.64 |
Sortino | -2.37 |
Treynor | 9.41 |
Ulcer Index | 5.33 |
Ulcer Performance Index | -1.7 |