CRDRX
Columbia Adaptive Risk Allocation-Inst2
$9.70
-0.02 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 2701.547M |
| 52 Week High | 9.73 |
| 52 Week Low | 8.067 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CRDRX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 9.7 |
| Price Yesterday | 9.72 |
| Market Cap | 2,701.55 |
| YTD Return | 6.59% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0082 |
Overview
| 52 Week High | 9.73 |
|---|---|
| 52 Week Low | 8.07 |
| Market Cap | 2,701.55M |
| Shares Outstanding | 278.51M |
| Income Dividend Yield | 0.50% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.50% |
Returns Annualized
| One Day | -40.52% |
|---|---|
| Five Days | 144.00% |
| One Months | 44.69% |
| Three Months | 13.63% |
| Six Months | 16.46% |
| Nine Months | 23.88% |
| One Year | 13.68% |
| Three Years | 0.65% |
| Five Years | 4.71% |
| Ten Years | 4.80% |
| YTD | 13.19% |
| Since Inception | 5.14% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 1.78% |
| One Month | 2.97% |
| Three Months | 3.19% |
| Six Months | 7.78% |
| Nine Months | 17.21% |
| One Year | 13.66% |
| Three Years | 1.94% |
| Five Years | 25.83% |
| Ten Years | 59.59% |
| YTD | 6.59% |
| Since Inception | 82.67% |
Yearly Returns
| 2024 | 6.59% |
|---|---|
| 2023 | 8.92% |
| 2022 | -14.94% |
| 2021 | 10.98% |
| 2020 | 9.35% |
| 2019 | 18.96% |
| 2018 | -4.51% |
| 2017 | 13.28% |
| 2016 | 9.64% |
| 2015 | -4.54% |
Risk against SP-DA
| Alpha | -7.84% |
|---|---|
| Beta | 0.69 |
| Correlation | 92.72% |
| Downside Deviation | 2.62% |
| Coefficient of determination | 85.97% |
| Standard Deviation | 2.40% |
| Sharpe Ratio | -1.81 |
| Sortino | -5.75 |
| Treynor | 12 |
| Ulcer Index | 2.9 |
| Ulcer Performance Index | -5.19 |