CBDYX
Columbia Balanced Inst3
$53.90
0.01 (0.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 9499.39M |
| 52 Week High | 53.9 |
| 52 Week Low | 42.494 |
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Key Data
| Symbol | CBDYX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 53.9 |
| Price Yesterday | 53.89 |
| Market Cap | 9,499.39 |
| YTD Return | 11.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.006 |
Overview
| 52 Week High | 53.90 |
|---|---|
| 52 Week Low | 42.49 |
| Market Cap | 9,499.39M |
| Shares Outstanding | 176.24M |
| Income Dividend Yield | 1.94% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.94% |
Returns Annualized
| One Day | 4.79% |
|---|---|
| Five Days | 125.12% |
| One Months | 43.07% |
| Three Months | 24.47% |
| Six Months | 26.37% |
| Nine Months | 31.68% |
| One Year | 21.46% |
| Three Years | 5.41% |
| Five Years | 10.50% |
| Ten Years | 8.76% |
| YTD | 23.77% |
| Since Inception | 10.12% |
Returns Total
| One Day | 0.02% |
|---|---|
| Five Days | 1.62% |
| One Month | 2.88% |
| Three Months | 5.53% |
| Six Months | 12.19% |
| Nine Months | 22.63% |
| One Year | 21.43% |
| Three Years | 17.04% |
| Five Years | 64.54% |
| Ten Years | 131.17% |
| YTD | 11.62% |
| Since Inception | 206.49% |
Yearly Returns
| 2024 | 11.62% |
|---|---|
| 2023 | 21.59% |
| 2022 | -16.56% |
| 2021 | 15.01% |
| 2020 | 17.97% |
| 2019 | 23.15% |
| 2018 | -5.58% |
| 2017 | 14.38% |
| 2016 | 6.58% |
| 2015 | 2.03% |
Risk against SP-DA
| Alpha | -0.94% |
|---|---|
| Beta | 0.73 |
| Correlation | 98.03% |
| Downside Deviation | 2.27% |
| Coefficient of determination | 96.10% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -0.88 |
| Sortino | -3.19 |
| Treynor | 22.04 |
| Ulcer Index | 2.23 |
| Ulcer Performance Index | -3.25 |