AUSAX
Columbia Acorn USA-Inst\Disc
$10.33
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Small Growth |
|---|---|
| Market Cap | 163.854M |
| 52 Week High | 10.84 |
| 52 Week Low | 8.84 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | AUSAX |
|---|---|
| Type | Mutual Fund |
| Category | Small Growth |
| Price | 10.33 |
| Price Yesterday | 10.33 |
| Market Cap | 163.85 |
| YTD Return | 9.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 10.84 |
|---|---|
| 52 Week Low | 8.84 |
| Market Cap | 163.85M |
| Shares Outstanding | 15.86M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 5.19% |
| Nine Months | 10.80% |
| One Year | 10.18% |
| Three Years | -13.21% |
| Five Years | -9.20% |
| Ten Years | -11.62% |
| YTD | 12.65% |
| Since Inception | 0.14% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.58% |
| Nine Months | 7.94% |
| One Year | 10.13% |
| Three Years | -34.50% |
| Five Years | -38.18% |
| Ten Years | -70.84% |
| YTD | 9.54% |
| Since Inception | 3.71% |
Yearly Returns
| 2023 | 9.54% |
|---|---|
| 2022 | -36.41% |
| 2021 | -17.15% |
| 2020 | 18.00% |
| 2019 | 17.60% |
| 2018 | -15.19% |
| 2017 | -11.57% |
| 2016 | -22.49% |
| 2015 | -28.49% |
| 2014 | -13.57% |
Risk against SP-DA
| Alpha | -9.04% |
|---|---|
| Beta | 0.88 |
| Correlation | 75.36% |
| Downside Deviation | 5.25% |
| Coefficient of determination | 56.79% |
| Standard Deviation | 5.54% |
| Sharpe Ratio | -0.58 |
| Sortino | -2.11 |
| Treynor | 6.33 |
| Ulcer Index | 4.65 |
| Ulcer Performance Index | -2.38 |