CPANX
Columbia Capital Alloc Aggress-Inst\Disc
$11.70
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 1232.396M |
| 52 Week High | 12.27 |
| 52 Week Low | 10.078 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CPANX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 11.7 |
| Price Yesterday | 11.7 |
| Market Cap | 1,232.40 |
| YTD Return | 2.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0074 |
Overview
| 52 Week High | 12.27 |
|---|---|
| 52 Week Low | 10.08 |
| Market Cap | 1,232.40M |
| Shares Outstanding | 105.33M |
| Income Dividend Yield | 2.07% |
| Long Term Dividend Yield | 0.45% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.53% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -17.05% |
| Six Months | 5.61% |
| Nine Months | 16.63% |
| One Year | 10.24% |
| Three Years | 0.86% |
| Five Years | 7.34% |
| Ten Years | 7.21% |
| YTD | 4.10% |
| Since Inception | 8.12% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -4.49% |
| Six Months | 2.72% |
| Nine Months | 12.08% |
| One Year | 10.23% |
| Three Years | 2.60% |
| Five Years | 42.34% |
| Ten Years | 100.34% |
| YTD | 2.09% |
| Since Inception | 136.60% |
Yearly Returns
| 2024 | 2.09% |
|---|---|
| 2023 | 20.21% |
| 2022 | -18.84% |
| 2021 | 16.52% |
| 2020 | 14.49% |
| 2019 | 24.26% |
| 2018 | -9.00% |
| 2017 | 22.61% |
| 2016 | 6.58% |
| 2015 | 0.69% |
Risk against SP-DA
| Alpha | -10.01% |
|---|---|
| Beta | 0.64 |
| Correlation | 81.10% |
| Downside Deviation | 3.09% |
| Coefficient of determination | 65.77% |
| Standard Deviation | 2.53% |
| Sharpe Ratio | -2.11 |
| Sortino | -5.97 |
| Treynor | 7.63 |
| Ulcer Index | 3.41 |
| Ulcer Performance Index | -5.42 |