CSCZX
Columbia SmallCap Value I-Inst
$46.95
-0.21 (-0.45%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Value |
|---|---|
| Market Cap | 1390.856M |
| 52 Week High | 50.021 |
| 52 Week Low | 38.801 |
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Key Data
| Symbol | CSCZX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Value |
| Price | 46.95 |
| Price Yesterday | 47.16 |
| Market Cap | 1,390.86 |
| YTD Return | -2.38% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0099 |
Overview
| 52 Week High | 50.02 |
|---|---|
| 52 Week Low | 38.80 |
| Market Cap | 1,390.86M |
| Shares Outstanding | 29.62M |
| Income Dividend Yield | 0.66% |
| Long Term Dividend Yield | 8.90% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.55% |
Returns Annualized
| One Day | -67.56% |
|---|---|
| Five Days | -14.86% |
| One Months | -23.00% |
| Three Months | -18.92% |
| Six Months | 0.71% |
| Nine Months | 20.44% |
| One Year | 10.56% |
| Three Years | 3.89% |
| Five Years | 10.40% |
| Ten Years | 6.67% |
| YTD | -4.58% |
| Since Inception | 9.02% |
Returns Total
| One Day | -0.45% |
|---|---|
| Five Days | -0.32% |
| One Month | -2.05% |
| Three Months | -5.02% |
| Six Months | 0.35% |
| Nine Months | 14.78% |
| One Year | 10.55% |
| Three Years | 12.08% |
| Five Years | 63.78% |
| Ten Years | 90.49% |
| YTD | -2.38% |
| Since Inception | 767.20% |
Yearly Returns
| 2024 | -2.38% |
|---|---|
| 2023 | 21.66% |
| 2022 | -8.60% |
| 2021 | 29.08% |
| 2020 | 8.08% |
| 2019 | 21.27% |
| 2018 | -18.10% |
| 2017 | 14.17% |
| 2016 | 32.69% |
| 2015 | -15.16% |
Risk against SP-DA
| Alpha | -17.21% |
|---|---|
| Beta | 0.96 |
| Correlation | 56.82% |
| Downside Deviation | 3.94% |
| Coefficient of determination | 32.28% |
| Standard Deviation | 5.43% |
| Sharpe Ratio | -0.96 |
| Sortino | -4.61 |
| Treynor | 5.4 |
| Ulcer Index | 5.58 |
| Ulcer Performance Index | -3.25 |