CSRYX
Columbia Select LargeCap Value-Inst3
$35.70
0.08 (0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2376.835M |
| 52 Week High | 36.04 |
| 52 Week Low | 28.575 |
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Key Data
| Symbol | CSRYX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 35.7 |
| Price Yesterday | 35.62 |
| Market Cap | 2,376.84 |
| YTD Return | 9.88% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0042 |
Overview
| 52 Week High | 36.04 |
|---|---|
| 52 Week Low | 28.58 |
| Market Cap | 2,376.84M |
| Shares Outstanding | 66.58M |
| Income Dividend Yield | 2.02% |
| Long Term Dividend Yield | 1.36% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.38% |
Returns Annualized
| One Day | 76.11% |
|---|---|
| Five Days | 59.76% |
| One Months | 16.93% |
| Three Months | 3.49% |
| Six Months | 20.07% |
| Nine Months | 29.41% |
| One Year | 14.85% |
| Three Years | 6.69% |
| Five Years | 11.40% |
| Ten Years | -999 |
| YTD | 20.06% |
| Since Inception | 9.91% |
Returns Total
| One Day | 0.22% |
|---|---|
| Five Days | 0.93% |
| One Month | 1.25% |
| Three Months | 0.85% |
| Six Months | 9.41% |
| Nine Months | 21.06% |
| One Year | 14.84% |
| Three Years | 21.32% |
| Five Years | 71.29% |
| Ten Years | -999 |
| YTD | 9.88% |
| Since Inception | 150.97% |
Yearly Returns
| 2024 | 9.88% |
|---|---|
| 2023 | 5.92% |
| 2022 | -0.71% |
| 2021 | 26.77% |
| 2020 | 6.53% |
| 2019 | 27.03% |
| 2018 | -12.00% |
| 2017 | 20.50% |
| 2016 | 20.81% |
| 2015 | -5.40% |
Risk against SP-DA
| Alpha | -6.94% |
|---|---|
| Beta | 0.7 |
| Correlation | 68.50% |
| Downside Deviation | 2.72% |
| Coefficient of determination | 46.93% |
| Standard Deviation | 3.30% |
| Sharpe Ratio | -1.21 |
| Sortino | -5.09 |
| Treynor | 13.47 |
| Ulcer Index | 4.21 |
| Ulcer Performance Index | -3.29 |