CREAX
Columbia Real Estate Equity-A
$9.66
0.01 (0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Real Estate |
|---|---|
| Market Cap | 155.845M |
| 52 Week High | 9.94 |
| 52 Week Low | 7.833 |
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Key Data
| Symbol | CREAX |
|---|---|
| Type | Mutual Fund |
| Category | Real Estate |
| Price | 9.66 |
| Price Yesterday | 9.65 |
| Market Cap | 155.85 |
| YTD Return | -1.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0125 |
Overview
| 52 Week High | 9.94 |
|---|---|
| 52 Week Low | 7.83 |
| Market Cap | 155.85M |
| Shares Outstanding | 16.13M |
| Income Dividend Yield | 2.24% |
| Long Term Dividend Yield | 31.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 34.08% |
Returns Annualized
| One Day | 29.86% |
|---|---|
| Five Days | 69.04% |
| One Months | 48.07% |
| Three Months | 0.13% |
| Six Months | -2.56% |
| Nine Months | 21.82% |
| One Year | 5.72% |
| Three Years | -0.98% |
| Five Years | 3.81% |
| Ten Years | 5.67% |
| YTD | -3.00% |
| Since Inception | 8.49% |
Returns Total
| One Day | 0.10% |
|---|---|
| Five Days | 1.05% |
| One Month | 3.16% |
| Three Months | 0.03% |
| Six Months | -1.27% |
| Nine Months | 15.76% |
| One Year | 5.71% |
| Three Years | -2.90% |
| Five Years | 20.51% |
| Ten Years | 73.27% |
| YTD | -1.56% |
| Since Inception | 482.28% |
Yearly Returns
| 2024 | -1.56% |
|---|---|
| 2023 | 15.65% |
| 2022 | -25.33% |
| 2021 | 41.74% |
| 2020 | -3.70% |
| 2019 | 28.04% |
| 2018 | -7.47% |
| 2017 | 5.07% |
| 2016 | 4.99% |
| 2015 | 4.31% |
Risk against SP-DA
| Alpha | -24.00% |
|---|---|
| Beta | 1.04 |
| Correlation | 63.40% |
| Downside Deviation | 4.39% |
| Coefficient of determination | 40.19% |
| Standard Deviation | 5.29% |
| Sharpe Ratio | -1.25 |
| Sortino | -5.24 |
| Treynor | 0.32 |
| Ulcer Index | 6.99 |
| Ulcer Performance Index | -3.29 |