CFXRX
Columbia Flexible Capital Income-Inst2
$13.41
-0.01 (-0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1200.709M |
| 52 Week High | 13.43 |
| 52 Week Low | 11.478 |
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Key Data
| Symbol | CFXRX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 13.41 |
| Price Yesterday | 13.42 |
| Market Cap | 1,200.71 |
| YTD Return | 3.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 13.43 |
|---|---|
| 52 Week Low | 11.48 |
| Market Cap | 1,200.71M |
| Shares Outstanding | 89.54M |
| Income Dividend Yield | 5.41% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.41% |
Returns Annualized
| One Day | -17.14% |
|---|---|
| Five Days | 35.24% |
| One Months | 10.74% |
| Three Months | 3.66% |
| Six Months | 8.17% |
| Nine Months | 18.11% |
| One Year | 10.45% |
| Three Years | 1.46% |
| Five Years | 7.10% |
| Ten Years | 6.46% |
| YTD | 7.62% |
| Since Inception | 7.93% |
Returns Total
| One Day | -0.07% |
|---|---|
| Five Days | 0.60% |
| One Month | 0.81% |
| Three Months | 0.89% |
| Six Months | 3.94% |
| Nine Months | 13.14% |
| One Year | 10.44% |
| Three Years | 4.41% |
| Five Years | 40.80% |
| Ten Years | 86.69% |
| YTD | 3.86% |
| Since Inception | 142.67% |
Yearly Returns
| 2024 | 3.86% |
|---|---|
| 2023 | 8.69% |
| 2022 | -10.62% |
| 2021 | 17.34% |
| 2020 | 11.48% |
| 2019 | 22.51% |
| 2018 | -6.82% |
| 2017 | 13.66% |
| 2016 | 19.07% |
| 2015 | -6.12% |
Risk against SP-DA
| Alpha | -7.30% |
|---|---|
| Beta | 0.53 |
| Correlation | 75.87% |
| Downside Deviation | 2.30% |
| Coefficient of determination | 57.56% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.35 |
| Sortino | -7.94 |
| Treynor | 9.57 |
| Ulcer Index | 2.96 |
| Ulcer Performance Index | -6.18 |