SLVAX
Columbia Select LargeCap Value-A
$31.89
0.27 (0.85%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap Value |
---|---|
Market Cap | 2329.507M |
52 Week High | 32.98 |
52 Week Low | 26.661 |
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Key Data
Symbol | SLVAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 31.89 |
Price Yesterday | 31.62 |
Market Cap | 2,329.51 |
YTD Return | 5.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.008 |
Overview
52 Week High | 32.98 |
---|---|
52 Week Low | 26.66 |
Market Cap | 2,329.51M |
Shares Outstanding | 73.05M |
Income Dividend Yield | 1.90% |
Long Term Dividend Yield | 1.52% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.42% |
Returns Annualized
One Day | 754.02% |
---|---|
Five Days | 3.22% |
One Months | 0.72% |
Three Months | 31.18% |
Six Months | 33.70% |
Nine Months | 9.26% |
One Year | 11.07% |
Three Years | 5.44% |
Five Years | 9.90% |
Ten Years | 9.23% |
YTD | 18.50% |
Since Inception | 8.56% |
Returns Total
One Day | 0.85% |
---|---|
Five Days | 0.06% |
One Month | 0.06% |
Three Months | 7.01% |
Six Months | 15.48% |
Nine Months | 6.90% |
One Year | 11.06% |
Three Years | 17.19% |
Five Years | 60.16% |
Ten Years | 141.37% |
YTD | 5.25% |
Since Inception | 811.14% |
Yearly Returns
2024 | 5.25% |
---|---|
2023 | 5.52% |
2022 | -1.08% |
2021 | 26.37% |
2020 | 6.11% |
2019 | 26.57% |
2018 | -12.29% |
2017 | 20.05% |
2016 | 20.39% |
2015 | -5.83% |
Risk against SP-DA
Alpha | -7.97% |
---|---|
Beta | 0.85 |
Correlation | 81.13% |
Downside Deviation | 3.08% |
Coefficient of determination | 65.81% |
Standard Deviation | 3.57% |
Sharpe Ratio | -0.84 |
Sortino | -3.37 |
Treynor | 6.7 |
Ulcer Index | 4.35 |
Ulcer Performance Index | -2.39 |