CARRX
Columbia Adaptive Risk Allocation-Adv
$9.68
-0.01 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 2704.447M |
| 52 Week High | 9.7 |
| 52 Week Low | 8.046 |
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Key Data
| Symbol | CARRX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 9.68 |
| Price Yesterday | 9.69 |
| Market Cap | 2,704.45 |
| YTD Return | 6.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 9.70 |
|---|---|
| 52 Week Low | 8.05 |
| Market Cap | 2,704.45M |
| Shares Outstanding | 279.39M |
| Income Dividend Yield | 0.51% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.51% |
Returns Annualized
| One Day | -22.93% |
|---|---|
| Five Days | 157.78% |
| One Months | 44.80% |
| Three Months | 13.67% |
| Six Months | 16.50% |
| Nine Months | 23.96% |
| One Year | 13.86% |
| Three Years | 0.66% |
| Five Years | 4.73% |
| Ten Years | -999 |
| YTD | 13.46% |
| Since Inception | 5.32% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.89% |
| One Month | 2.98% |
| Three Months | 3.20% |
| Six Months | 7.80% |
| Nine Months | 17.26% |
| One Year | 13.84% |
| Three Years | 1.98% |
| Five Years | 25.89% |
| Ten Years | -999 |
| YTD | 6.73% |
| Since Inception | 65.64% |
Yearly Returns
| 2024 | 6.73% |
|---|---|
| 2023 | 8.83% |
| 2022 | -14.98% |
| 2021 | 11.03% |
| 2020 | 9.42% |
| 2019 | 18.89% |
| 2018 | -4.49% |
| 2017 | 13.32% |
| 2016 | 9.69% |
| 2015 | -4.73% |
Risk against SP-DA
| Alpha | -7.61% |
|---|---|
| Beta | 0.69 |
| Correlation | 92.46% |
| Downside Deviation | 2.61% |
| Coefficient of determination | 85.49% |
| Standard Deviation | 2.40% |
| Sharpe Ratio | -1.79 |
| Sortino | -5.7 |
| Treynor | 12.29 |
| Ulcer Index | 2.91 |
| Ulcer Performance Index | -5.1 |