CGBRX
Columbia Capital Alloc Mod Aggress-Adv
$12.07
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1745.479M |
| 52 Week High | 12.07 |
| 52 Week Low | 9.655 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CGBRX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 12.07 |
| Price Yesterday | 12.07 |
| Market Cap | 1,745.48 |
| YTD Return | 10.74% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0076 |
Overview
| 52 Week High | 12.07 |
|---|---|
| 52 Week Low | 9.66 |
| Market Cap | 1,745.48M |
| Shares Outstanding | 144.61M |
| Income Dividend Yield | 2.19% |
| Long Term Dividend Yield | 1.55% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.74% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 142.42% |
| One Months | 48.57% |
| Three Months | 22.10% |
| Six Months | 24.65% |
| Nine Months | 29.87% |
| One Year | 19.09% |
| Three Years | 3.10% |
| Five Years | 7.84% |
| Ten Years | 7.13% |
| YTD | 21.90% |
| Since Inception | 8.31% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.77% |
| One Month | 3.19% |
| Three Months | 5.03% |
| Six Months | 11.44% |
| Nine Months | 21.38% |
| One Year | 19.07% |
| Three Years | 9.55% |
| Five Years | 45.72% |
| Ten Years | 98.75% |
| YTD | 10.74% |
| Since Inception | 152.93% |
Yearly Returns
| 2024 | 10.74% |
|---|---|
| 2023 | 17.73% |
| 2022 | -17.84% |
| 2021 | 12.91% |
| 2020 | 13.46% |
| 2019 | 21.46% |
| 2018 | -7.46% |
| 2017 | 18.83% |
| 2016 | 6.43% |
| 2015 | 0.52% |
Risk against SP-DA
| Alpha | -3.92% |
|---|---|
| Beta | 0.76 |
| Correlation | 98.51% |
| Downside Deviation | 2.54% |
| Coefficient of determination | 97.05% |
| Standard Deviation | 2.47% |
| Sharpe Ratio | -1.13 |
| Sortino | -3.79 |
| Treynor | 18.14 |
| Ulcer Index | 2.54 |
| Ulcer Performance Index | -3.79 |