CBLRX
Columbia Balanced-R
$53.36
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 9498.667M |
| 52 Week High | 53.36 |
| 52 Week Low | 42.243 |
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Key Data
| Symbol | CBLRX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 53.36 |
| Price Yesterday | 53.36 |
| Market Cap | 9,498.67 |
| YTD Return | 11.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0118 |
Overview
| 52 Week High | 53.36 |
|---|---|
| 52 Week Low | 42.24 |
| Market Cap | 9,498.67M |
| Shares Outstanding | 178.01M |
| Income Dividend Yield | 1.44% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.44% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 122.67% |
| One Months | 42.13% |
| Three Months | 23.74% |
| Six Months | 25.58% |
| Nine Months | 30.89% |
| One Year | 20.73% |
| Three Years | 4.79% |
| Five Years | 9.85% |
| Ten Years | 8.11% |
| YTD | 23.03% |
| Since Inception | 9.39% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.60% |
| One Month | 2.83% |
| Three Months | 5.38% |
| Six Months | 11.85% |
| Nine Months | 22.09% |
| One Year | 20.70% |
| Three Years | 14.99% |
| Five Years | 59.77% |
| Ten Years | 117.58% |
| YTD | 11.27% |
| Since Inception | 243.42% |
Yearly Returns
| 2024 | 11.27% |
|---|---|
| 2023 | 20.90% |
| 2022 | -17.08% |
| 2021 | 14.34% |
| 2020 | 17.29% |
| 2019 | 22.42% |
| 2018 | -6.16% |
| 2017 | 13.72% |
| 2016 | 5.89% |
| 2015 | 1.39% |
Risk against SP-DA
| Alpha | -1.65% |
|---|---|
| Beta | 0.73 |
| Correlation | 97.94% |
| Downside Deviation | 2.30% |
| Coefficient of determination | 95.92% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -0.96 |
| Sortino | -3.47 |
| Treynor | 21.07 |
| Ulcer Index | 2.28 |
| Ulcer Performance Index | -3.5 |