CFDRX
Columbia Select MidCap Value-Adv
$14.24
-0.03 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 2456.03M |
| 52 Week High | 14.758 |
| 52 Week Low | 11.145 |
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Key Data
| Symbol | CFDRX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 14.24 |
| Price Yesterday | 14.27 |
| Market Cap | 2,456.03 |
| YTD Return | 6.26% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0088 |
Overview
| 52 Week High | 14.76 |
|---|---|
| 52 Week Low | 11.15 |
| Market Cap | 2,456.03M |
| Shares Outstanding | 172.47M |
| Income Dividend Yield | 1.00% |
| Long Term Dividend Yield | 1.10% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.10% |
Returns Annualized
| One Day | -41.19% |
|---|---|
| Five Days | 28.22% |
| One Months | 1.34% |
| Three Months | -7.64% |
| Six Months | 14.17% |
| Nine Months | 29.84% |
| One Year | 12.61% |
| Three Years | 5.81% |
| Five Years | 10.35% |
| Ten Years | 7.98% |
| YTD | 12.51% |
| Since Inception | 11.14% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.49% |
| One Month | 0.11% |
| Three Months | -1.94% |
| Six Months | 6.73% |
| Nine Months | 21.36% |
| One Year | 12.60% |
| Three Years | 18.35% |
| Five Years | 63.42% |
| Ten Years | 115.11% |
| YTD | 6.26% |
| Since Inception | 241.08% |
Yearly Returns
| 2024 | 6.26% |
|---|---|
| 2023 | 10.51% |
| 2022 | -9.15% |
| 2021 | 32.18% |
| 2020 | 6.85% |
| 2019 | 31.63% |
| 2018 | -13.23% |
| 2017 | 13.53% |
| 2016 | 14.28% |
| 2015 | -4.98% |
Risk against SP-DA
| Alpha | -13.47% |
|---|---|
| Beta | 0.89 |
| Correlation | 75.42% |
| Downside Deviation | 3.65% |
| Coefficient of determination | 56.88% |
| Standard Deviation | 3.78% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.41 |
| Treynor | 8.15 |
| Ulcer Index | 5.35 |
| Ulcer Performance Index | -3.01 |