CLREX
Columbia Balanced-Inst2
$53.25
0.01 (0.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 9498.895M |
| 52 Week High | 53.25 |
| 52 Week Low | 41.999 |
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Key Data
| Symbol | CLREX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 53.25 |
| Price Yesterday | 53.24 |
| Market Cap | 9,498.90 |
| YTD Return | 11.58% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0065 |
Overview
| 52 Week High | 53.25 |
|---|---|
| 52 Week Low | 42.00 |
| Market Cap | 9,498.90M |
| Shares Outstanding | 178.38M |
| Income Dividend Yield | 1.92% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.92% |
Returns Annualized
| One Day | 4.85% |
|---|---|
| Five Days | 125.20% |
| One Months | 43.14% |
| Three Months | 24.44% |
| Six Months | 26.31% |
| Nine Months | 31.62% |
| One Year | 21.39% |
| Three Years | 5.36% |
| Five Years | 10.44% |
| Ten Years | 8.71% |
| YTD | 23.70% |
| Since Inception | 9.49% |
Returns Total
| One Day | 0.02% |
|---|---|
| Five Days | 1.62% |
| One Month | 2.88% |
| Three Months | 5.52% |
| Six Months | 12.17% |
| Nine Months | 22.59% |
| One Year | 21.36% |
| Three Years | 16.87% |
| Five Years | 64.11% |
| Ten Years | 130.04% |
| YTD | 11.58% |
| Since Inception | 234.17% |
Yearly Returns
| 2024 | 11.58% |
|---|---|
| 2023 | 21.54% |
| 2022 | -16.62% |
| 2021 | 14.96% |
| 2020 | 17.93% |
| 2019 | 23.10% |
| 2018 | -5.65% |
| 2017 | 14.35% |
| 2016 | 6.50% |
| 2015 | 2.00% |
Risk against SP-DA
| Alpha | -0.99% |
|---|---|
| Beta | 0.73 |
| Correlation | 98.02% |
| Downside Deviation | 2.28% |
| Coefficient of determination | 96.07% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -0.89 |
| Sortino | -3.22 |
| Treynor | 21.98 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -3.27 |