CLQZX
Columbia Disciplined Growth-Inst
$11.80
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 295.131M |
| 52 Week High | 11.8 |
| 52 Week Low | 8.057 |
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Key Data
| Symbol | CLQZX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 11.8 |
| Price Yesterday | 11.8 |
| Market Cap | 295.13 |
| YTD Return | 23.95% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 11.80 |
|---|---|
| 52 Week Low | 8.06 |
| Market Cap | 295.13M |
| Shares Outstanding | 25.01M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.23% |
| Short Term Dividend Yield | 0.36% |
| 52 Week Yield (All) | 4.59% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 235.87% |
| One Months | 123.77% |
| Three Months | 51.77% |
| Six Months | 55.10% |
| Nine Months | 52.86% |
| One Year | 36.71% |
| Three Years | 12.25% |
| Five Years | 18.18% |
| Ten Years | 15.24% |
| YTD | 51.68% |
| Since Inception | 16.06% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.43% |
| One Month | 6.59% |
| Three Months | 10.80% |
| Six Months | 24.08% |
| Nine Months | 36.97% |
| One Year | 36.67% |
| Three Years | 41.18% |
| Five Years | 130.06% |
| Ten Years | 311.72% |
| YTD | 23.95% |
| Since Inception | 673.77% |
Yearly Returns
| 2024 | 23.95% |
|---|---|
| 2023 | 41.16% |
| 2022 | -27.67% |
| 2021 | 30.28% |
| 2020 | 28.79% |
| 2019 | 28.60% |
| 2018 | -3.79% |
| 2017 | 29.54% |
| 2016 | 5.22% |
| 2015 | 7.19% |
Risk against SP-DA
| Alpha | 2.13% |
|---|---|
| Beta | 1.25 |
| Correlation | 94.99% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 90.24% |
| Standard Deviation | 4.24% |
| Sharpe Ratio | 0.54 |
| Sortino | 2.53 |
| Treynor | 25.04 |
| Ulcer Index | 3.26 |
| Ulcer Performance Index | 2.45 |