CLDZX
Columbia Limited Duration Credit-Inst2
$9.74
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Short Term Bond |
|---|---|
| Market Cap | 527.63M |
| 52 Week High | 9.74 |
| 52 Week Low | 9.1 |
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Key Data
| Symbol | CLDZX |
|---|---|
| Type | Mutual Fund |
| Category | Short Term Bond |
| Price | 9.74 |
| Price Yesterday | 9.74 |
| Market Cap | 527.63 |
| YTD Return | 1.99% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0045 |
Overview
| 52 Week High | 9.74 |
|---|---|
| 52 Week Low | 9.10 |
| Market Cap | 527.63M |
| Shares Outstanding | 54.17M |
| Income Dividend Yield | 3.60% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.60% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 29.65% |
| One Months | 14.05% |
| Three Months | 7.06% |
| Six Months | 4.76% |
| Nine Months | 8.99% |
| One Year | 6.91% |
| Three Years | 0.47% |
| Five Years | 1.94% |
| Ten Years | 2.04% |
| YTD | 3.90% |
| Since Inception | 2.35% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.52% |
| One Month | 1.05% |
| Three Months | 1.69% |
| Six Months | 2.31% |
| Nine Months | 6.59% |
| One Year | 6.90% |
| Three Years | 1.42% |
| Five Years | 10.03% |
| Ten Years | 22.33% |
| YTD | 1.99% |
| Since Inception | 37.55% |
Yearly Returns
| 2024 | 1.99% |
|---|---|
| 2023 | 6.76% |
| 2022 | -6.13% |
| 2021 | -0.64% |
| 2020 | 5.70% |
| 2019 | 7.59% |
| 2018 | 0.11% |
| 2017 | 2.11% |
| 2016 | 6.45% |
| 2015 | -1.62% |
Risk against SP-DA
| Alpha | -3.39% |
|---|---|
| Beta | 0.21 |
| Correlation | 80.14% |
| Downside Deviation | 0.42% |
| Coefficient of determination | 64.22% |
| Standard Deviation | 0.85% |
| Sharpe Ratio | -7.44 |
| Sortino | -52.46 |
| Treynor | 7.26 |
| Ulcer Index | 0.49 |
| Ulcer Performance Index | -44.48 |