CPAZX
Columbia Capital Alloc Aggress-Inst
$13.28
0.01 (0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 1327.377M |
| 52 Week High | 13.28 |
| 52 Week Low | 10.326 |
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Key Data
| Symbol | CPAZX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 13.28 |
| Price Yesterday | 13.27 |
| Market Cap | 1,327.38 |
| YTD Return | 13.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0078 |
Overview
| 52 Week High | 13.28 |
|---|---|
| 52 Week Low | 10.33 |
| Market Cap | 1,327.38M |
| Shares Outstanding | 99.95M |
| Income Dividend Yield | 1.95% |
| Long Term Dividend Yield | 0.40% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.35% |
Returns Annualized
| One Day | 20.93% |
|---|---|
| Five Days | 150.95% |
| One Months | 55.84% |
| Three Months | 25.82% |
| Six Months | 29.78% |
| Nine Months | 33.73% |
| One Year | 22.07% |
| Three Years | 4.35% |
| Five Years | 9.53% |
| Ten Years | 8.27% |
| YTD | 26.96% |
| Since Inception | 9.47% |
Returns Total
| One Day | 0.08% |
|---|---|
| Five Days | 1.84% |
| One Month | 3.58% |
| Three Months | 5.81% |
| Six Months | 13.67% |
| Nine Months | 24.04% |
| One Year | 22.05% |
| Three Years | 13.54% |
| Five Years | 57.44% |
| Ten Years | 120.93% |
| YTD | 13.09% |
| Since Inception | 246.65% |
Yearly Returns
| 2024 | 13.09% |
|---|---|
| 2023 | 20.18% |
| 2022 | -18.89% |
| 2021 | 16.56% |
| 2020 | 14.46% |
| 2019 | 24.16% |
| 2018 | -9.01% |
| 2017 | 22.58% |
| 2016 | 6.52% |
| 2015 | 0.59% |
Risk against SP-DA
| Alpha | -3.13% |
|---|---|
| Beta | 0.85 |
| Correlation | 99.12% |
| Downside Deviation | 2.72% |
| Coefficient of determination | 98.25% |
| Standard Deviation | 2.76% |
| Sharpe Ratio | -0.7 |
| Sortino | -2.45 |
| Treynor | 19.66 |
| Ulcer Index | 2.71 |
| Ulcer Performance Index | -2.45 |