CGQFX
Columbia Disciplined Growth-Adv
$11.72
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 295.167M |
| 52 Week High | 11.73 |
| 52 Week Low | 8.007 |
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Key Data
| Symbol | CGQFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 11.72 |
| Price Yesterday | 11.73 |
| Market Cap | 295.17 |
| YTD Return | 23.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 11.73 |
|---|---|
| 52 Week Low | 8.01 |
| Market Cap | 295.17M |
| Shares Outstanding | 25.18M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.26% |
| Short Term Dividend Yield | 0.36% |
| 52 Week Yield (All) | 4.62% |
Returns Annualized
| One Day | -19.36% |
|---|---|
| Five Days | 238.69% |
| One Months | 122.48% |
| Three Months | 51.64% |
| Six Months | 55.29% |
| Nine Months | 52.90% |
| One Year | 36.73% |
| Three Years | 12.23% |
| Five Years | 18.20% |
| Ten Years | -999 |
| YTD | 51.54% |
| Since Inception | 15.27% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 2.45% |
| One Month | 6.55% |
| Three Months | 10.78% |
| Six Months | 24.15% |
| Nine Months | 37.00% |
| One Year | 36.69% |
| Three Years | 41.10% |
| Five Years | 130.21% |
| Ten Years | -999 |
| YTD | 23.89% |
| Since Inception | 263.19% |
Yearly Returns
| 2024 | 23.89% |
|---|---|
| 2023 | 41.11% |
| 2022 | -27.63% |
| 2021 | 30.21% |
| 2020 | 28.92% |
| 2019 | 28.45% |
| 2018 | -3.68% |
| 2017 | 29.46% |
| 2016 | 5.26% |
| 2015 | 1.43% |
Risk against SP-DA
| Alpha | 1.83% |
|---|---|
| Beta | 1.27 |
| Correlation | 95.18% |
| Downside Deviation | 3.17% |
| Coefficient of determination | 90.60% |
| Standard Deviation | 4.28% |
| Sharpe Ratio | 0.54 |
| Sortino | 2.53 |
| Treynor | 24.78 |
| Ulcer Index | 3.27 |
| Ulcer Performance Index | 2.46 |