CDORX
Columbia Dividend Opportunity-Adv
$38.22
0.03 (0.08%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Value |
---|---|
Market Cap | 2103.247M |
52 Week High | 38.992 |
52 Week Low | 31.166 |
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Key Data
Symbol | CDORX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 38.22 |
Price Yesterday | 38.19 |
Market Cap | 2,103.25 |
YTD Return | 7.16% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.008 |
Overview
52 Week High | 38.99 |
---|---|
52 Week Low | 31.17 |
Market Cap | 2,103.25M |
Shares Outstanding | 55.03M |
Income Dividend Yield | 2.85% |
Long Term Dividend Yield | 0.78% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.63% |
Returns Annualized
One Day | 21.91% |
---|---|
Five Days | 9.69% |
One Months | 3.05% |
Three Months | -1.24% |
Six Months | 13.75% |
Nine Months | 24.12% |
One Year | 13.86% |
Three Years | 6.23% |
Five Years | 8.57% |
Ten Years | 7.98% |
YTD | 14.36% |
Since Inception | 10.07% |
Returns Total
One Day | 0.08% |
---|---|
Five Days | 0.18% |
One Month | 0.24% |
Three Months | -0.31% |
Six Months | 6.54% |
Nine Months | 17.38% |
One Year | 13.84% |
Three Years | 19.76% |
Five Years | 50.68% |
Ten Years | 115.08% |
YTD | 7.16% |
Since Inception | 204.88% |
Yearly Returns
2024 | 7.16% |
---|---|
2023 | 5.10% |
2022 | -1.45% |
2021 | 26.42% |
2020 | 1.10% |
2019 | 23.68% |
2018 | -5.11% |
2017 | 14.56% |
2016 | 13.69% |
2015 | -2.46% |
Risk against SP-DA
Alpha | -7.72% |
---|---|
Beta | 0.69 |
Correlation | 72.49% |
Downside Deviation | 2.77% |
Coefficient of determination | 52.54% |
Standard Deviation | 3.08% |
Sharpe Ratio | -1.39 |
Sortino | -5.36 |
Treynor | 12.21 |
Ulcer Index | 3.72 |
Ulcer Performance Index | -4 |