CPXRX
Columbia MidCap Index Fund-Inst2
$14.90
-0.09 (-0.60%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 2567.3M |
| 52 Week High | 15.654 |
| 52 Week Low | 11.87 |
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Key Data
| Symbol | CPXRX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 14.9 |
| Price Yesterday | 14.99 |
| Market Cap | 2,567.30 |
| YTD Return | 4.58% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.002 |
Overview
| 52 Week High | 15.65 |
|---|---|
| 52 Week Low | 11.87 |
| Market Cap | 2,567.30M |
| Shares Outstanding | 172.30M |
| Income Dividend Yield | 1.37% |
| Long Term Dividend Yield | 6.21% |
| Short Term Dividend Yield | 0.17% |
| 52 Week Yield (All) | 7.75% |
Returns Annualized
| One Day | -78.11% |
|---|---|
| Five Days | -18.35% |
| One Months | -11.35% |
| Three Months | -13.71% |
| Six Months | 13.74% |
| Nine Months | 25.14% |
| One Year | 12.65% |
| Three Years | 3.67% |
| Five Years | 9.73% |
| Ten Years | 8.85% |
| YTD | 9.07% |
| Since Inception | 11.36% |
Returns Total
| One Day | -0.60% |
|---|---|
| Five Days | -0.40% |
| One Month | -0.95% |
| Three Months | -3.56% |
| Six Months | 6.54% |
| Nine Months | 18.09% |
| One Year | 12.64% |
| Three Years | 11.36% |
| Five Years | 58.88% |
| Ten Years | 132.99% |
| YTD | 4.58% |
| Since Inception | 249.36% |
Yearly Returns
| 2024 | 4.58% |
|---|---|
| 2023 | 16.28% |
| 2022 | -13.25% |
| 2021 | 24.50% |
| 2020 | 13.36% |
| 2019 | 25.98% |
| 2018 | -11.35% |
| 2017 | 16.00% |
| 2016 | 20.48% |
| 2015 | -2.35% |
Risk against SP-DA
| Alpha | -15.37% |
|---|---|
| Beta | 0.97 |
| Correlation | 71.12% |
| Downside Deviation | 3.39% |
| Coefficient of determination | 50.58% |
| Standard Deviation | 4.39% |
| Sharpe Ratio | -1.06 |
| Sortino | -4.74 |
| Treynor | 7.5 |
| Ulcer Index | 5.09 |
| Ulcer Performance Index | -3.15 |