CFCRX
Columbia Flexible Capital Income-Adv
$13.40
-0.01 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
Category | Balanced |
---|---|
Market Cap | 1200.714M |
52 Week High | 13.42 |
52 Week Low | 11.47 |
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Key Data
Symbol | CFCRX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 13.4 |
Price Yesterday | 13.41 |
Market Cap | 1,200.71 |
YTD Return | 3.93% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0085 |
Overview
52 Week High | 13.42 |
---|---|
52 Week Low | 11.47 |
Market Cap | 1,200.71M |
Shares Outstanding | 89.61M |
Income Dividend Yield | 5.39% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.39% |
Returns Annualized
One Day | -17.15% |
---|---|
Five Days | 40.49% |
One Months | 10.64% |
Three Months | 3.63% |
Six Months | 8.16% |
Nine Months | 18.10% |
One Year | 10.44% |
Three Years | 1.44% |
Five Years | 7.08% |
Ten Years | 6.42% |
YTD | 7.77% |
Since Inception | 7.88% |
Returns Total
One Day | -0.07% |
---|---|
Five Days | 0.68% |
One Month | 0.80% |
Three Months | 0.88% |
Six Months | 3.93% |
Nine Months | 13.13% |
One Year | 10.42% |
Three Years | 4.35% |
Five Years | 40.67% |
Ten Years | 85.98% |
YTD | 3.93% |
Since Inception | 141.57% |
Yearly Returns
2024 | 3.93% |
---|---|
2023 | 8.58% |
2022 | -10.65% |
2021 | 17.32% |
2020 | 11.45% |
2019 | 22.50% |
2018 | -6.87% |
2017 | 13.65% |
2016 | 18.87% |
2015 | -6.11% |
Risk against SP-DA
Alpha | -7.35% |
---|---|
Beta | 0.53 |
Correlation | 76.13% |
Downside Deviation | 2.29% |
Coefficient of determination | 57.96% |
Standard Deviation | 2.25% |
Sharpe Ratio | -2.35 |
Sortino | -7.98 |
Treynor | 9.51 |
Ulcer Index | 2.97 |
Ulcer Performance Index | -6.16 |