CLMZX
Columbia Mortgage Opportunities-Inst
$7.94
0.01 (0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Unconventional |
|---|---|
| Market Cap | 2239.818M |
| 52 Week High | 7.976 |
| 52 Week Low | 7.022 |
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Key Data
| Symbol | CLMZX |
|---|---|
| Type | Mutual Fund |
| Category | Unconventional |
| Price | 7.94 |
| Price Yesterday | 7.93 |
| Market Cap | 2,239.82 |
| YTD Return | 0.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 7.98 |
|---|---|
| 52 Week Low | 7.02 |
| Market Cap | 2,239.82M |
| Shares Outstanding | 282.09M |
| Income Dividend Yield | 6.44% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.44% |
Returns Annualized
| One Day | 37.43% |
|---|---|
| Five Days | 102.15% |
| One Months | 26.99% |
| Three Months | 7.51% |
| Six Months | 3.42% |
| Nine Months | 14.39% |
| One Year | 7.71% |
| Three Years | -4.03% |
| Five Years | 0.77% |
| Ten Years | 3.22% |
| YTD | 1.28% |
| Since Inception | 3.27% |
Returns Total
| One Day | 0.13% |
|---|---|
| Five Days | 1.40% |
| One Month | 1.91% |
| Three Months | 1.79% |
| Six Months | 1.66% |
| Nine Months | 10.48% |
| One Year | 7.70% |
| Three Years | -11.54% |
| Five Years | 3.91% |
| Ten Years | 37.16% |
| YTD | 0.66% |
| Since Inception | 38.69% |
Yearly Returns
| 2024 | 0.66% |
|---|---|
| 2023 | 7.52% |
| 2022 | -17.74% |
| 2021 | 5.29% |
| 2020 | 9.22% |
| 2019 | 6.38% |
| 2018 | 7.84% |
| 2017 | 5.46% |
| 2016 | 6.57% |
| 2015 | 2.51% |
Risk against SP-DA
| Alpha | -10.16% |
|---|---|
| Beta | 0.54 |
| Correlation | 75.88% |
| Downside Deviation | 2.03% |
| Coefficient of determination | 57.58% |
| Standard Deviation | 2.27% |
| Sharpe Ratio | -2.67 |
| Sortino | -10.35 |
| Treynor | 4.36 |
| Ulcer Index | 2.71 |
| Ulcer Performance Index | -7.76 |