CLRRX
Columbia Capital Alloc Mod Conserv-\Disc
$9.24
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 340.47M |
| 52 Week High | 9.57 |
| 52 Week Low | 8.376 |
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Key Data
| Symbol | CLRRX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 9.24 |
| Price Yesterday | 9.24 |
| Market Cap | 340.47 |
| YTD Return | -0.44% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0065 |
Overview
| 52 Week High | 9.57 |
|---|---|
| 52 Week Low | 8.38 |
| Market Cap | 340.47M |
| Shares Outstanding | 36.85M |
| Income Dividend Yield | 2.58% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.58% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -11.44% |
| Six Months | 0.40% |
| Nine Months | 11.16% |
| One Year | 5.93% |
| Three Years | -1.38% |
| Five Years | 3.08% |
| Ten Years | 3.75% |
| YTD | -0.86% |
| Since Inception | 4.53% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -2.94% |
| Six Months | 0.20% |
| Nine Months | 8.16% |
| One Year | 5.93% |
| Three Years | -4.05% |
| Five Years | 16.31% |
| Ten Years | 44.31% |
| YTD | -0.44% |
| Since Inception | 67.36% |
Yearly Returns
| 2024 | -0.44% |
|---|---|
| 2023 | 12.35% |
| 2022 | -15.51% |
| 2021 | 7.47% |
| 2020 | 10.11% |
| 2019 | 14.26% |
| 2018 | -4.31% |
| 2017 | 11.30% |
| 2016 | 5.34% |
| 2015 | -0.15% |
Risk against SP-DA
| Alpha | -9.62% |
|---|---|
| Beta | 0.44 |
| Correlation | 79.39% |
| Downside Deviation | 2.30% |
| Coefficient of determination | 63.02% |
| Standard Deviation | 1.77% |
| Sharpe Ratio | -3.72 |
| Sortino | -9.92 |
| Treynor | 1.27 |
| Ulcer Index | 2.65 |
| Ulcer Performance Index | -8.59 |