CFIZX
Columbia Flexible Capital Income-Inst
$13.24
-0.01 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1199.868M |
| 52 Week High | 13.27 |
| 52 Week Low | 11.34 |
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Key Data
| Symbol | CFIZX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 13.24 |
| Price Yesterday | 13.25 |
| Market Cap | 1,199.87 |
| YTD Return | 3.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 13.27 |
|---|---|
| 52 Week Low | 11.34 |
| Market Cap | 1,199.87M |
| Shares Outstanding | 90.62M |
| Income Dividend Yield | 5.46% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.46% |
Returns Annualized
| One Day | -17.34% |
|---|---|
| Five Days | 35.77% |
| One Months | 9.72% |
| Three Months | 3.36% |
| Six Months | 8.08% |
| Nine Months | 18.08% |
| One Year | 10.39% |
| Three Years | 1.43% |
| Five Years | 7.05% |
| Ten Years | 6.41% |
| YTD | 7.54% |
| Since Inception | 8.05% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 0.61% |
| One Month | 0.74% |
| Three Months | 0.81% |
| Six Months | 3.89% |
| Nine Months | 13.11% |
| One Year | 10.38% |
| Three Years | 4.32% |
| Five Years | 40.49% |
| Ten Years | 85.85% |
| YTD | 3.82% |
| Since Inception | 171.42% |
Yearly Returns
| 2024 | 3.82% |
|---|---|
| 2023 | 8.68% |
| 2022 | -10.63% |
| 2021 | 17.26% |
| 2020 | 11.40% |
| 2019 | 22.60% |
| 2018 | -6.91% |
| 2017 | 13.65% |
| 2016 | 18.92% |
| 2015 | -6.16% |
Risk against SP-DA
| Alpha | -7.43% |
|---|---|
| Beta | 0.53 |
| Correlation | 75.94% |
| Downside Deviation | 2.32% |
| Coefficient of determination | 57.67% |
| Standard Deviation | 2.26% |
| Sharpe Ratio | -2.34 |
| Sortino | -7.91 |
| Treynor | 9.4 |
| Ulcer Index | 2.94 |
| Ulcer Performance Index | -6.23 |