CLHRX
Columbia Capital Alloc Mod Aggress-\Disc
$11.25
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1643.783M |
| 52 Week High | 11.75 |
| 52 Week Low | 9.843 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CLHRX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 11.25 |
| Price Yesterday | 11.25 |
| Market Cap | 1,643.78 |
| YTD Return | 1.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 11.75 |
|---|---|
| 52 Week Low | 9.84 |
| Market Cap | 1,643.78M |
| Shares Outstanding | 146.11M |
| Income Dividend Yield | 1.85% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.85% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -15.04% |
| Six Months | 4.02% |
| Nine Months | 15.07% |
| One Year | 8.87% |
| Three Years | 0.10% |
| Five Years | 5.96% |
| Ten Years | 6.23% |
| YTD | 2.57% |
| Since Inception | 7.55% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -3.93% |
| Six Months | 1.96% |
| Nine Months | 10.97% |
| One Year | 8.86% |
| Three Years | 0.29% |
| Five Years | 33.45% |
| Ten Years | 82.81% |
| YTD | 1.31% |
| Since Inception | 132.92% |
Yearly Returns
| 2024 | 1.31% |
|---|---|
| 2023 | 17.81% |
| 2022 | -17.91% |
| 2021 | 13.04% |
| 2020 | 13.44% |
| 2019 | 21.54% |
| 2018 | -7.43% |
| 2017 | 18.92% |
| 2016 | 6.53% |
| 2015 | 0.62% |
Risk against SP-DA
| Alpha | -9.74% |
|---|---|
| Beta | 0.57 |
| Correlation | 81.25% |
| Downside Deviation | 2.85% |
| Coefficient of determination | 66.02% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.55 |
| Sortino | -6.97 |
| Treynor | 6.16 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -6.31 |