CBLAX
Columbia Balanced-A
$53.35
0.01 (0.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 9498.7M |
| 52 Week High | 53.35 |
| 52 Week Low | 42.157 |
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Key Data
| Symbol | CBLAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 53.35 |
| Price Yesterday | 53.34 |
| Market Cap | 9,498.70 |
| YTD Return | 11.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0093 |
Overview
| 52 Week High | 53.35 |
|---|---|
| 52 Week Low | 42.16 |
| Market Cap | 9,498.70M |
| Shares Outstanding | 178.05M |
| Income Dividend Yield | 1.66% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.66% |
Returns Annualized
| One Day | 4.84% |
|---|---|
| Five Days | 124.85% |
| One Months | 42.52% |
| Three Months | 24.06% |
| Six Months | 25.95% |
| Nine Months | 31.22% |
| One Year | 21.05% |
| Three Years | 5.06% |
| Five Years | 10.12% |
| Ten Years | 8.38% |
| YTD | 23.32% |
| Since Inception | 8.50% |
Returns Total
| One Day | 0.02% |
|---|---|
| Five Days | 1.62% |
| One Month | 2.85% |
| Three Months | 5.44% |
| Six Months | 12.01% |
| Nine Months | 22.31% |
| One Year | 21.03% |
| Three Years | 15.86% |
| Five Years | 61.76% |
| Ten Years | 123.11% |
| YTD | 11.41% |
| Since Inception | 483.83% |
Yearly Returns
| 2024 | 11.41% |
|---|---|
| 2023 | 21.21% |
| 2022 | -16.85% |
| 2021 | 14.63% |
| 2020 | 17.57% |
| 2019 | 22.73% |
| 2018 | -5.92% |
| 2017 | 14.00% |
| 2016 | 6.16% |
| 2015 | 1.64% |
Risk against SP-DA
| Alpha | -1.35% |
|---|---|
| Beta | 0.73 |
| Correlation | 98.01% |
| Downside Deviation | 2.30% |
| Coefficient of determination | 96.06% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -0.92 |
| Sortino | -3.33 |
| Treynor | 21.49 |
| Ulcer Index | 2.26 |
| Ulcer Performance Index | -3.38 |