CCRZX
Columbia Disciplined Core-Inst
$15.60
0.03 (0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 4840.243M |
| 52 Week High | 15.6 |
| 52 Week Low | 11.416 |
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Key Data
| Symbol | CCRZX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 15.6 |
| Price Yesterday | 15.57 |
| Market Cap | 4,840.24 |
| YTD Return | 18.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 15.60 |
|---|---|
| 52 Week Low | 11.42 |
| Market Cap | 4,840.24M |
| Shares Outstanding | 310.27M |
| Income Dividend Yield | 0.84% |
| Long Term Dividend Yield | 2.62% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.47% |
Returns Annualized
| One Day | 62.51% |
|---|---|
| Five Days | 133.48% |
| One Months | 76.93% |
| Three Months | 28.06% |
| Six Months | 41.12% |
| Nine Months | 40.91% |
| One Year | 28.58% |
| Three Years | 9.96% |
| Five Years | 14.25% |
| Ten Years | 12.30% |
| YTD | 38.90% |
| Since Inception | 14.10% |
Returns Total
| One Day | 0.19% |
|---|---|
| Five Days | 1.69% |
| One Month | 4.63% |
| Three Months | 6.27% |
| Six Months | 18.45% |
| Nine Months | 28.95% |
| One Year | 28.54% |
| Three Years | 32.75% |
| Five Years | 94.30% |
| Ten Years | 217.91% |
| YTD | 18.45% |
| Since Inception | 512.24% |
Yearly Returns
| 2024 | 18.45% |
|---|---|
| 2023 | 24.35% |
| 2022 | -18.75% |
| 2021 | 32.75% |
| 2020 | 14.08% |
| 2019 | 24.83% |
| 2018 | -3.81% |
| 2017 | 24.44% |
| 2016 | 7.91% |
| 2015 | 1.12% |
Risk against SP-DA
| Alpha | -0.65% |
|---|---|
| Beta | 1.02 |
| Correlation | 98.78% |
| Downside Deviation | 2.79% |
| Coefficient of determination | 97.57% |
| Standard Deviation | 3.33% |
| Sharpe Ratio | -0.01 |
| Sortino | -0.05 |
| Treynor | 22.7 |
| Ulcer Index | 3.05 |
| Ulcer Performance Index | -0.05 |