CSERX
Columbia Select LargeCap Value-Adv
$35.56
0.09 (0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2377.581M |
| 52 Week High | 35.9 |
| 52 Week Low | 28.48 |
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Key Data
| Symbol | CSERX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 35.56 |
| Price Yesterday | 35.47 |
| Market Cap | 2,377.58 |
| YTD Return | 9.85% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 35.90 |
|---|---|
| 52 Week Low | 28.48 |
| Market Cap | 2,377.58M |
| Shares Outstanding | 66.86M |
| Income Dividend Yield | 1.92% |
| Long Term Dividend Yield | 1.36% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.29% |
Returns Annualized
| One Day | 89.50% |
|---|---|
| Five Days | 62.37% |
| One Months | 17.00% |
| Three Months | 3.39% |
| Six Months | 20.01% |
| Nine Months | 29.28% |
| One Year | 14.71% |
| Three Years | 6.58% |
| Five Years | 11.27% |
| Ten Years | 9.40% |
| YTD | 20.01% |
| Since Inception | 12.39% |
Returns Total
| One Day | 0.25% |
|---|---|
| Five Days | 0.97% |
| One Month | 1.25% |
| Three Months | 0.82% |
| Six Months | 9.38% |
| Nine Months | 20.97% |
| One Year | 14.69% |
| Three Years | 20.94% |
| Five Years | 70.31% |
| Ten Years | 145.09% |
| YTD | 9.85% |
| Since Inception | 288.59% |
Yearly Returns
| 2024 | 9.85% |
|---|---|
| 2023 | 5.75% |
| 2022 | -0.81% |
| 2021 | 26.65% |
| 2020 | 6.41% |
| 2019 | 26.88% |
| 2018 | -12.08% |
| 2017 | 20.36% |
| 2016 | 20.67% |
| 2015 | -5.60% |
Risk against SP-DA
| Alpha | -7.05% |
|---|---|
| Beta | 0.7 |
| Correlation | 68.46% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 46.87% |
| Standard Deviation | 3.30% |
| Sharpe Ratio | -1.23 |
| Sortino | -5.13 |
| Treynor | 13.29 |
| Ulcer Index | 4.21 |
| Ulcer Performance Index | -3.32 |