CBALX
Columbia Balanced-Inst
$53.20
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 9499.02M |
| 52 Week High | 53.2 |
| 52 Week Low | 41.971 |
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Key Data
| Symbol | CBALX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 53.2 |
| Price Yesterday | 53.2 |
| Market Cap | 9,499.02 |
| YTD Return | 11.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 53.20 |
|---|---|
| 52 Week Low | 41.97 |
| Market Cap | 9,499.02M |
| Shares Outstanding | 178.55M |
| Income Dividend Yield | 1.89% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.89% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 123.21% |
| One Months | 42.70% |
| Three Months | 24.33% |
| Six Months | 26.24% |
| Nine Months | 31.53% |
| One Year | 21.34% |
| Three Years | 5.32% |
| Five Years | 10.40% |
| Ten Years | 8.65% |
| YTD | 23.63% |
| Since Inception | 8.63% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.60% |
| One Month | 2.86% |
| Three Months | 5.50% |
| Six Months | 12.14% |
| Nine Months | 22.53% |
| One Year | 21.31% |
| Three Years | 16.72% |
| Five Years | 63.79% |
| Ten Years | 128.71% |
| YTD | 11.55% |
| Since Inception | 1406.23% |
Yearly Returns
| 2024 | 11.55% |
|---|---|
| 2023 | 21.49% |
| 2022 | -16.63% |
| 2021 | 14.91% |
| 2020 | 17.89% |
| 2019 | 23.02% |
| 2018 | -5.70% |
| 2017 | 14.28% |
| 2016 | 6.43% |
| 2015 | 1.90% |
Risk against SP-DA
| Alpha | -1.03% |
|---|---|
| Beta | 0.73 |
| Correlation | 97.99% |
| Downside Deviation | 2.28% |
| Coefficient of determination | 96.02% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -0.89 |
| Sortino | -3.24 |
| Treynor | 21.92 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -3.29 |