CDDYX
Columbia Dividend Income-Inst3
$33.16
-0.03 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 39954.815M |
| 52 Week High | 33.451 |
| 52 Week Low | 27.194 |
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Key Data
| Symbol | CDDYX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 33.16 |
| Price Yesterday | 33.19 |
| Market Cap | 39,954.82 |
| YTD Return | 7.88% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 33.45 |
|---|---|
| 52 Week Low | 27.19 |
| Market Cap | 39,954.82M |
| Shares Outstanding | 1,204.91M |
| Income Dividend Yield | 1.88% |
| Long Term Dividend Yield | 2.76% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.64% |
Returns Annualized
| One Day | -20.40% |
|---|---|
| Five Days | 14.70% |
| One Months | 11.54% |
| Three Months | 2.71% |
| Six Months | 17.29% |
| Nine Months | 23.76% |
| One Year | 16.59% |
| Three Years | 7.25% |
| Five Years | 11.05% |
| Ten Years | 10.82% |
| YTD | 15.85% |
| Since Inception | 12.49% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 0.27% |
| One Month | 0.87% |
| Three Months | 0.66% |
| Six Months | 8.15% |
| Nine Months | 17.12% |
| One Year | 16.58% |
| Three Years | 23.24% |
| Five Years | 68.63% |
| Ten Years | 178.56% |
| YTD | 7.88% |
| Since Inception | 292.61% |
Yearly Returns
| 2024 | 7.88% |
|---|---|
| 2023 | 10.60% |
| 2022 | -4.86% |
| 2021 | 26.45% |
| 2020 | 7.91% |
| 2019 | 28.31% |
| 2018 | -4.28% |
| 2017 | 20.95% |
| 2016 | 13.63% |
| 2015 | 0.84% |
Risk against SP-DA
| Alpha | -5.69% |
|---|---|
| Beta | 0.72 |
| Correlation | 87.78% |
| Downside Deviation | 2.29% |
| Coefficient of determination | 77.05% |
| Standard Deviation | 2.66% |
| Sharpe Ratio | -1.32 |
| Sortino | -5.3 |
| Treynor | 15.48 |
| Ulcer Index | 2.84 |
| Ulcer Performance Index | -4.27 |