CQTRX
Columbia Thermostat-Inst2
$16.03
-0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 1269.251M |
| 52 Week High | 16.04 |
| 52 Week Low | 13.814 |
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Key Data
| Symbol | CQTRX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 16.03 |
| Price Yesterday | 16.04 |
| Market Cap | 1,269.25 |
| YTD Return | 4.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0056 |
Overview
| 52 Week High | 16.04 |
|---|---|
| 52 Week Low | 13.81 |
| Market Cap | 1,269.25M |
| Shares Outstanding | 79.18M |
| Income Dividend Yield | 2.89% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.89% |
Returns Annualized
| One Day | -14.56% |
|---|---|
| Five Days | 100.81% |
| One Months | 35.66% |
| Three Months | 20.94% |
| Six Months | 10.56% |
| Nine Months | 18.94% |
| One Year | 10.91% |
| Three Years | 0.45% |
| Five Years | 7.96% |
| Ten Years | 6.19% |
| YTD | 8.39% |
| Since Inception | 6.69% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 1.39% |
| One Month | 2.45% |
| Three Months | 4.78% |
| Six Months | 5.06% |
| Nine Months | 13.72% |
| One Year | 10.90% |
| Three Years | 1.35% |
| Five Years | 46.51% |
| Ten Years | 82.03% |
| YTD | 4.24% |
| Since Inception | 112.21% |
Yearly Returns
| 2024 | 4.24% |
|---|---|
| 2023 | 11.67% |
| 2022 | -12.89% |
| 2021 | 6.53% |
| 2020 | 29.58% |
| 2019 | 15.26% |
| 2018 | 0.15% |
| 2017 | 5.51% |
| 2016 | 4.78% |
| 2015 | 0.34% |
Risk against SP-DA
| Alpha | -6.45% |
|---|---|
| Beta | 0.51 |
| Correlation | 83.23% |
| Downside Deviation | 1.82% |
| Coefficient of determination | 69.27% |
| Standard Deviation | 1.98% |
| Sharpe Ratio | -2.59 |
| Sortino | -9.77 |
| Treynor | 10.77 |
| Ulcer Index | 2.47 |
| Ulcer Performance Index | -7.21 |