CPDAX
Columbia Capital Alloc Aggress-Adv
$12.95
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 1327.815M |
| 52 Week High | 12.95 |
| 52 Week Low | 10.076 |
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Key Data
| Symbol | CPDAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 12.95 |
| Price Yesterday | 12.95 |
| Market Cap | 1,327.82 |
| YTD Return | 13.07% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0078 |
Overview
| 52 Week High | 12.95 |
|---|---|
| 52 Week Low | 10.08 |
| Market Cap | 1,327.82M |
| Shares Outstanding | 102.53M |
| Income Dividend Yield | 2.00% |
| Long Term Dividend Yield | 0.41% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.41% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 146.96% |
| One Months | 56.06% |
| Three Months | 25.74% |
| Six Months | 29.77% |
| Nine Months | 33.80% |
| One Year | 22.07% |
| Three Years | 4.34% |
| Five Years | 9.53% |
| Ten Years | 8.28% |
| YTD | 26.92% |
| Since Inception | 9.07% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.81% |
| One Month | 3.59% |
| Three Months | 5.79% |
| Six Months | 13.67% |
| Nine Months | 24.09% |
| One Year | 22.04% |
| Three Years | 13.54% |
| Five Years | 57.45% |
| Ten Years | 121.10% |
| YTD | 13.07% |
| Since Inception | 160.62% |
Yearly Returns
| 2024 | 13.07% |
|---|---|
| 2023 | 20.17% |
| 2022 | -18.86% |
| 2021 | 16.57% |
| 2020 | 14.49% |
| 2019 | 24.22% |
| 2018 | -9.09% |
| 2017 | 22.55% |
| 2016 | 6.61% |
| 2015 | 0.52% |
Risk against SP-DA
| Alpha | -3.35% |
|---|---|
| Beta | 0.86 |
| Correlation | 99.20% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 98.40% |
| Standard Deviation | 2.78% |
| Sharpe Ratio | -0.69 |
| Sortino | -2.44 |
| Treynor | 19.43 |
| Ulcer Index | 2.72 |
| Ulcer Performance Index | -2.44 |