RDERX
Columbia LargeCap Value-Adv
$16.21
0.14 (0.87%)
Currency in USD / Last Updated: 4/22/2024
Category | Large Cap Value |
---|---|
Market Cap | 2350.904M |
52 Week High | 16.83 |
52 Week Low | 13.405 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | RDERX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 16.21 |
Price Yesterday | 16.07 |
Market Cap | 2,350.90 |
YTD Return | 6.26% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0072 |
Overview
52 Week High | 16.83 |
---|---|
52 Week Low | 13.41 |
Market Cap | 2,350.90M |
Shares Outstanding | 145.03M |
Income Dividend Yield | 1.86% |
Long Term Dividend Yield | 3.72% |
Short Term Dividend Yield | 0.16% |
52 Week Yield (All) | 5.75% |
Returns Annualized
One Day | 791.77% |
---|---|
Five Days | 36.64% |
One Months | -22.45% |
Three Months | 25.90% |
Six Months | 38.86% |
Nine Months | 14.07% |
One Year | 16.28% |
Three Years | 6.49% |
Five Years | 10.27% |
Ten Years | 9.24% |
YTD | 22.01% |
Since Inception | 7.16% |
Returns Total
One Day | 0.87% |
---|---|
Five Days | 0.62% |
One Month | -2.00% |
Three Months | 5.92% |
Six Months | 17.67% |
Nine Months | 10.37% |
One Year | 16.19% |
Three Years | 20.69% |
Five Years | 62.93% |
Ten Years | 141.51% |
YTD | 6.26% |
Since Inception | 224.39% |
Yearly Returns
2024 | 6.26% |
---|---|
2023 | 9.85% |
2022 | -5.05% |
2021 | 23.96% |
2020 | 5.63% |
2019 | 30.16% |
2018 | -10.90% |
2017 | 16.87% |
2016 | 14.92% |
2015 | -2.01% |
Risk against SP-DA
Alpha | -3.86% |
---|---|
Beta | 0.83 |
Correlation | 88.55% |
Downside Deviation | 2.55% |
Coefficient of determination | 78.42% |
Standard Deviation | 3.19% |
Sharpe Ratio | -0.63 |
Sortino | -2.73 |
Treynor | 13.17 |
Ulcer Index | 3.15 |
Ulcer Performance Index | -2.21 |