CBMZX
Columbia Capital Alloc Mod-Inst
$10.58
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1096.352M |
| 52 Week High | 10.59 |
| 52 Week Low | 8.733 |
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Key Data
| Symbol | CBMZX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 10.58 |
| Price Yesterday | 10.59 |
| Market Cap | 1,096.35 |
| YTD Return | 8.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.007 |
Overview
| 52 Week High | 10.59 |
|---|---|
| 52 Week Low | 8.73 |
| Market Cap | 1,096.35M |
| Shares Outstanding | 103.63M |
| Income Dividend Yield | 2.82% |
| Long Term Dividend Yield | 0.12% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.94% |
Returns Annualized
| One Day | -21.20% |
|---|---|
| Five Days | 115.71% |
| One Months | 38.72% |
| Three Months | 17.92% |
| Six Months | 18.92% |
| Nine Months | 25.55% |
| One Year | 16.01% |
| Three Years | 1.69% |
| Five Years | 6.09% |
| Ten Years | 5.84% |
| YTD | 16.60% |
| Since Inception | 6.91% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.54% |
| One Month | 2.63% |
| Three Months | 4.13% |
| Six Months | 8.89% |
| Nine Months | 18.37% |
| One Year | 16.00% |
| Three Years | 5.13% |
| Five Years | 34.28% |
| Ten Years | 76.10% |
| YTD | 8.24% |
| Since Inception | 150.47% |
Yearly Returns
| 2024 | 8.24% |
|---|---|
| 2023 | 15.12% |
| 2022 | -16.97% |
| 2021 | 9.78% |
| 2020 | 12.27% |
| 2019 | 18.44% |
| 2018 | -6.07% |
| 2017 | 15.18% |
| 2016 | 6.15% |
| 2015 | 0.48% |
Risk against SP-DA
| Alpha | -4.66% |
|---|---|
| Beta | 0.66 |
| Correlation | 97.13% |
| Downside Deviation | 2.38% |
| Coefficient of determination | 94.34% |
| Standard Deviation | 2.17% |
| Sharpe Ratio | -1.69 |
| Sortino | -5.35 |
| Treynor | 16.22 |
| Ulcer Index | 2.3 |
| Ulcer Performance Index | -5.52 |