CQURX
Columbia Disciplined Growth-Inst2\Disc
$10.68
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 262.449M |
| 52 Week High | 11.45 |
| 52 Week Low | 8.607 |
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Key Data
| Symbol | CQURX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 10.68 |
| Price Yesterday | 10.68 |
| Market Cap | 262.45 |
| YTD Return | 5.01% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0079 |
Overview
| 52 Week High | 11.45 |
|---|---|
| 52 Week Low | 8.61 |
| Market Cap | 262.45M |
| Shares Outstanding | 24.57M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 4.67% |
| Short Term Dividend Yield | 0.40% |
| 52 Week Yield (All) | 5.08% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -22.76% |
| Six Months | 10.69% |
| Nine Months | 22.22% |
| One Year | 15.81% |
| Three Years | 6.19% |
| Five Years | 14.35% |
| Ten Years | 13.41% |
| YTD | 9.96% |
| Since Inception | 15.39% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -6.15% |
| Six Months | 5.12% |
| Nine Months | 16.04% |
| One Year | 15.80% |
| Three Years | 19.65% |
| Five Years | 95.21% |
| Ten Years | 250.74% |
| YTD | 5.01% |
| Since Inception | 427.93% |
Yearly Returns
| 2024 | 5.01% |
|---|---|
| 2023 | 41.17% |
| 2022 | -27.63% |
| 2021 | 30.20% |
| 2020 | 28.86% |
| 2019 | 28.64% |
| 2018 | -3.68% |
| 2017 | 29.62% |
| 2016 | 5.45% |
| 2015 | 7.26% |
Risk against SP-DA
| Alpha | -11.72% |
|---|---|
| Beta | 0.95 |
| Correlation | 77.59% |
| Downside Deviation | 4.00% |
| Coefficient of determination | 60.21% |
| Standard Deviation | 3.94% |
| Sharpe Ratio | -0.95 |
| Sortino | -3.23 |
| Treynor | 10.99 |
| Ulcer Index | 4.41 |
| Ulcer Performance Index | -2.92 |