AXBAX
Columbia Capital Alloc Aggress-A
$13.35
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 1327.288M |
| 52 Week High | 13.35 |
| 52 Week Low | 10.401 |
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Key Data
| Symbol | AXBAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 13.35 |
| Price Yesterday | 13.35 |
| Market Cap | 1,327.29 |
| YTD Return | 12.90% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0103 |
Overview
| 52 Week High | 13.35 |
|---|---|
| 52 Week Low | 10.40 |
| Market Cap | 1,327.29M |
| Shares Outstanding | 99.42M |
| Income Dividend Yield | 1.73% |
| Long Term Dividend Yield | 0.40% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.12% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 149.73% |
| One Months | 55.01% |
| Three Months | 25.14% |
| Six Months | 29.54% |
| Nine Months | 33.42% |
| One Year | 21.75% |
| Three Years | 4.06% |
| Five Years | 9.24% |
| Ten Years | 8.00% |
| YTD | 26.54% |
| Since Inception | 7.44% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.83% |
| One Month | 3.54% |
| Three Months | 5.67% |
| Six Months | 13.57% |
| Nine Months | 23.83% |
| One Year | 21.73% |
| Three Years | 12.61% |
| Five Years | 55.41% |
| Ten Years | 115.46% |
| YTD | 12.90% |
| Since Inception | 321.40% |
Yearly Returns
| 2024 | 12.90% |
|---|---|
| 2023 | 19.86% |
| 2022 | -19.06% |
| 2021 | 16.26% |
| 2020 | 14.20% |
| 2019 | 23.87% |
| 2018 | -9.32% |
| 2017 | 22.31% |
| 2016 | 6.25% |
| 2015 | 0.35% |
Risk against SP-DA
| Alpha | -3.54% |
|---|---|
| Beta | 0.85 |
| Correlation | 99.10% |
| Downside Deviation | 2.71% |
| Coefficient of determination | 98.21% |
| Standard Deviation | 2.77% |
| Sharpe Ratio | -0.73 |
| Sortino | -2.57 |
| Treynor | 19.19 |
| Ulcer Index | 2.73 |
| Ulcer Performance Index | -2.55 |