CPAMX
Columbia Capital Alloc Mod-Inst2\Disc
$9.71
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1056.652M |
| 52 Week High | 10.1 |
| 52 Week Low | 8.641 |
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Key Data
| Symbol | CPAMX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 9.71 |
| Price Yesterday | 9.71 |
| Market Cap | 1,056.65 |
| YTD Return | 0.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0069 |
Overview
| 52 Week High | 10.10 |
|---|---|
| 52 Week Low | 8.64 |
| Market Cap | 1,056.65M |
| Shares Outstanding | 108.82M |
| Income Dividend Yield | 2.37% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.37% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -13.42% |
| Six Months | 2.11% |
| Nine Months | 13.38% |
| One Year | 7.51% |
| Three Years | -0.85% |
| Five Years | 4.50% |
| Ten Years | 5.06% |
| YTD | 0.58% |
| Since Inception | 5.71% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -3.48% |
| Six Months | 1.03% |
| Nine Months | 9.75% |
| One Year | 7.51% |
| Three Years | -2.51% |
| Five Years | 24.54% |
| Ten Years | 63.61% |
| YTD | 0.30% |
| Since Inception | 84.64% |
Yearly Returns
| 2024 | 0.30% |
|---|---|
| 2023 | 15.17% |
| 2022 | -16.99% |
| 2021 | 9.76% |
| 2020 | 12.38% |
| 2019 | 18.49% |
| 2018 | -6.14% |
| 2017 | 15.18% |
| 2016 | 6.18% |
| 2015 | 0.53% |
Risk against SP-DA
| Alpha | -9.58% |
|---|---|
| Beta | 0.5 |
| Correlation | 80.56% |
| Downside Deviation | 2.58% |
| Coefficient of determination | 64.89% |
| Standard Deviation | 2.01% |
| Sharpe Ratio | -3.05 |
| Sortino | -8.21 |
| Treynor | 4.25 |
| Ulcer Index | 2.89 |
| Ulcer Performance Index | -7.33 |