CDOZX
Columbia Dividend Opportunity-Inst
$37.35
0.03 (0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2103.219M |
| 52 Week High | 38.102 |
| 52 Week Low | 30.456 |
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Key Data
| Symbol | CDOZX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 37.35 |
| Price Yesterday | 37.32 |
| Market Cap | 2,103.22 |
| YTD Return | 7.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.008 |
Overview
| 52 Week High | 38.10 |
|---|---|
| 52 Week Low | 30.46 |
| Market Cap | 2,103.22M |
| Shares Outstanding | 56.31M |
| Income Dividend Yield | 2.91% |
| Long Term Dividend Yield | 0.80% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.71% |
Returns Annualized
| One Day | 22.47% |
|---|---|
| Five Days | 9.93% |
| One Months | 3.12% |
| Three Months | -1.26% |
| Six Months | 13.71% |
| Nine Months | 24.11% |
| One Year | 13.84% |
| Three Years | 6.23% |
| Five Years | 8.56% |
| Ten Years | 7.99% |
| YTD | 14.34% |
| Since Inception | 10.35% |
Returns Total
| One Day | 0.08% |
|---|---|
| Five Days | 0.19% |
| One Month | 0.24% |
| Three Months | -0.31% |
| Six Months | 6.52% |
| Nine Months | 17.37% |
| One Year | 13.83% |
| Three Years | 19.77% |
| Five Years | 50.60% |
| Ten Years | 115.25% |
| YTD | 7.15% |
| Since Inception | 287.13% |
Yearly Returns
| 2024 | 7.15% |
|---|---|
| 2023 | 5.10% |
| 2022 | -1.46% |
| 2021 | 26.43% |
| 2020 | 1.06% |
| 2019 | 23.67% |
| 2018 | -5.07% |
| 2017 | 14.51% |
| 2016 | 13.73% |
| 2015 | -2.39% |
Risk against SP-DA
| Alpha | -7.76% |
|---|---|
| Beta | 0.7 |
| Correlation | 72.44% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 52.48% |
| Standard Deviation | 3.09% |
| Sharpe Ratio | -1.39 |
| Sortino | -5.37 |
| Treynor | 12.18 |
| Ulcer Index | 3.71 |
| Ulcer Performance Index | -4 |