CBLCX
Columbia Balanced-C
$53.08
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 9497.445M |
| 52 Week High | 53.08 |
| 52 Week Low | 42.165 |
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Key Data
| Symbol | CBLCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 53.08 |
| Price Yesterday | 53.08 |
| Market Cap | 9,497.45 |
| YTD Return | 10.98% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0168 |
Overview
| 52 Week High | 53.08 |
|---|---|
| 52 Week Low | 42.17 |
| Market Cap | 9,497.45M |
| Shares Outstanding | 178.93M |
| Income Dividend Yield | 1.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 121.47% |
| One Months | 41.29% |
| Three Months | 23.09% |
| Six Months | 24.97% |
| Nine Months | 30.22% |
| One Year | 20.13% |
| Three Years | 4.27% |
| Five Years | 9.30% |
| Ten Years | 7.57% |
| YTD | 22.40% |
| Since Inception | 7.41% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.59% |
| One Month | 2.78% |
| Three Months | 5.24% |
| Six Months | 11.58% |
| Nine Months | 21.62% |
| One Year | 20.11% |
| Three Years | 13.28% |
| Five Years | 55.80% |
| Ten Years | 107.00% |
| YTD | 10.98% |
| Since Inception | 338.86% |
Yearly Returns
| 2024 | 10.98% |
|---|---|
| 2023 | 20.28% |
| 2022 | -17.47% |
| 2021 | 13.78% |
| 2020 | 16.69% |
| 2019 | 21.82% |
| 2018 | -6.64% |
| 2017 | 13.17% |
| 2016 | 5.35% |
| 2015 | 0.87% |
Risk against SP-DA
| Alpha | -2.22% |
|---|---|
| Beta | 0.73 |
| Correlation | 97.90% |
| Downside Deviation | 2.33% |
| Coefficient of determination | 95.85% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -1.04 |
| Sortino | -3.68 |
| Treynor | 20.28 |
| Ulcer Index | 2.32 |
| Ulcer Performance Index | -3.7 |