CGTRX
Columbia Select LargeCap Growth-Inst2
$10.58
-0.03 (-0.28%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 1195.984M |
| 52 Week High | 10.64 |
| 52 Week Low | 7.642 |
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Key Data
| Symbol | CGTRX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 10.58 |
| Price Yesterday | 10.61 |
| Market Cap | 1,195.98 |
| YTD Return | 13.32% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0069 |
Overview
| 52 Week High | 10.64 |
|---|---|
| 52 Week Low | 7.64 |
| Market Cap | 1,195.98M |
| Shares Outstanding | 113.04M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 13.62% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 13.62% |
Returns Annualized
| One Day | -51.04% |
|---|---|
| Five Days | 105.52% |
| One Months | 76.72% |
| Three Months | 23.81% |
| Six Months | 31.60% |
| Nine Months | 43.26% |
| One Year | 27.01% |
| Three Years | 1.39% |
| Five Years | 13.31% |
| Ten Years | 12.64% |
| YTD | 27.47% |
| Since Inception | 15.12% |
Returns Total
| One Day | -0.28% |
|---|---|
| Five Days | 1.44% |
| One Month | 4.62% |
| Three Months | 5.39% |
| Six Months | 14.45% |
| Nine Months | 30.54% |
| One Year | 26.98% |
| Three Years | 4.20% |
| Five Years | 86.46% |
| Ten Years | 227.76% |
| YTD | 13.32% |
| Since Inception | 413.59% |
Yearly Returns
| 2024 | 13.32% |
|---|---|
| 2023 | 39.45% |
| 2022 | -31.92% |
| 2021 | 9.28% |
| 2020 | 48.06% |
| 2019 | 38.04% |
| 2018 | -5.07% |
| 2017 | 35.57% |
| 2016 | -8.41% |
| 2015 | 8.01% |
Risk against SP-DA
| Alpha | -8.60% |
|---|---|
| Beta | 1.3 |
| Correlation | 91.56% |
| Downside Deviation | 3.68% |
| Coefficient of determination | 83.83% |
| Standard Deviation | 4.55% |
| Sharpe Ratio | -0.11 |
| Sortino | -0.46 |
| Treynor | 16.7 |
| Ulcer Index | 4.33 |
| Ulcer Performance Index | -0.39 |