CGQYX
Columbia Disciplined Growth-Inst3
$12.04
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 295.025M |
| 52 Week High | 12.04 |
| 52 Week Low | 8.215 |
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Key Data
| Symbol | CGQYX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 12.04 |
| Price Yesterday | 12.04 |
| Market Cap | 295.03 |
| YTD Return | 24.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0073 |
Overview
| 52 Week High | 12.04 |
|---|---|
| 52 Week Low | 8.22 |
| Market Cap | 295.03M |
| Shares Outstanding | 24.50M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.15% |
| Short Term Dividend Yield | 0.38% |
| 52 Week Yield (All) | 4.52% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 242.13% |
| One Months | 122.56% |
| Three Months | 52.14% |
| Six Months | 55.21% |
| Nine Months | 53.06% |
| One Year | 36.85% |
| Three Years | 12.32% |
| Five Years | 18.30% |
| Ten Years | -999 |
| YTD | 51.79% |
| Since Inception | 15.40% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.47% |
| One Month | 6.55% |
| Three Months | 10.87% |
| Six Months | 24.12% |
| Nine Months | 37.10% |
| One Year | 36.80% |
| Three Years | 41.46% |
| Five Years | 131.23% |
| Ten Years | -999 |
| YTD | 24.00% |
| Since Inception | 266.96% |
Yearly Returns
| 2024 | 24.00% |
|---|---|
| 2023 | 41.30% |
| 2022 | -27.60% |
| 2021 | 30.31% |
| 2020 | 28.92% |
| 2019 | 28.73% |
| 2018 | -3.62% |
| 2017 | 29.67% |
| 2016 | 5.50% |
| 2015 | 1.46% |
Risk against SP-DA
| Alpha | 2.00% |
|---|---|
| Beta | 1.26 |
| Correlation | 95.21% |
| Downside Deviation | 3.17% |
| Coefficient of determination | 90.65% |
| Standard Deviation | 4.27% |
| Sharpe Ratio | 0.55 |
| Sortino | 2.56 |
| Treynor | 24.92 |
| Ulcer Index | 3.25 |
| Ulcer Performance Index | 2.5 |