CDDRX
Columbia Dividend Income-Inst2
$33.10
-0.03 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 39954.677M |
| 52 Week High | 33.394 |
| 52 Week Low | 27.153 |
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Key Data
| Symbol | CDDRX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 33.1 |
| Price Yesterday | 33.13 |
| Market Cap | 39,954.68 |
| YTD Return | 7.83% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.006 |
Overview
| 52 Week High | 33.39 |
|---|---|
| 52 Week Low | 27.15 |
| Market Cap | 39,954.68M |
| Shares Outstanding | 1,207.09M |
| Income Dividend Yield | 1.84% |
| Long Term Dividend Yield | 2.76% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.61% |
Returns Annualized
| One Day | -20.43% |
|---|---|
| Five Days | 14.72% |
| One Months | 11.44% |
| Three Months | 2.66% |
| Six Months | 17.27% |
| Nine Months | 23.69% |
| One Year | 16.53% |
| Three Years | 7.20% |
| Five Years | 11.00% |
| Ten Years | 10.76% |
| YTD | 15.76% |
| Since Inception | 12.43% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 0.27% |
| One Month | 0.86% |
| Three Months | 0.65% |
| Six Months | 8.15% |
| Nine Months | 17.07% |
| One Year | 16.52% |
| Three Years | 23.08% |
| Five Years | 68.25% |
| Ten Years | 177.08% |
| YTD | 7.83% |
| Since Inception | 290.28% |
Yearly Returns
| 2024 | 7.83% |
|---|---|
| 2023 | 10.56% |
| 2022 | -4.91% |
| 2021 | 26.34% |
| 2020 | 7.91% |
| 2019 | 28.24% |
| 2018 | -4.33% |
| 2017 | 20.89% |
| 2016 | 13.59% |
| 2015 | 0.74% |
Risk against SP-DA
| Alpha | -5.71% |
|---|---|
| Beta | 0.72 |
| Correlation | 87.69% |
| Downside Deviation | 2.29% |
| Coefficient of determination | 76.89% |
| Standard Deviation | 2.65% |
| Sharpe Ratio | -1.33 |
| Sortino | -5.33 |
| Treynor | 15.43 |
| Ulcer Index | 2.83 |
| Ulcer Performance Index | -4.3 |