CSVZX
Columbia Select LargeCap Value-Inst
$34.95
0.08 (0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2377.222M |
| 52 Week High | 35.29 |
| 52 Week Low | 27.99 |
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Key Data
| Symbol | CSVZX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 34.95 |
| Price Yesterday | 34.87 |
| Market Cap | 2,377.22 |
| YTD Return | 9.84% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 35.29 |
|---|---|
| 52 Week Low | 27.99 |
| Market Cap | 2,377.22M |
| Shares Outstanding | 68.02M |
| Income Dividend Yield | 1.96% |
| Long Term Dividend Yield | 1.39% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.35% |
Returns Annualized
| One Day | 78.26% |
|---|---|
| Five Days | 61.38% |
| One Months | 16.90% |
| Three Months | 3.33% |
| Six Months | 19.95% |
| Nine Months | 29.25% |
| One Year | 14.70% |
| Three Years | 6.57% |
| Five Years | 11.27% |
| Ten Years | 9.40% |
| YTD | 19.97% |
| Since Inception | 12.05% |
Returns Total
| One Day | 0.23% |
|---|---|
| Five Days | 0.95% |
| One Month | 1.25% |
| Three Months | 0.81% |
| Six Months | 9.36% |
| Nine Months | 20.95% |
| One Year | 14.68% |
| Three Years | 20.92% |
| Five Years | 70.31% |
| Ten Years | 144.99% |
| YTD | 9.84% |
| Since Inception | 377.26% |
Yearly Returns
| 2024 | 9.84% |
|---|---|
| 2023 | 5.75% |
| 2022 | -0.82% |
| 2021 | 26.64% |
| 2020 | 6.43% |
| 2019 | 26.90% |
| 2018 | -12.09% |
| 2017 | 20.36% |
| 2016 | 20.66% |
| 2015 | -5.58% |
Risk against SP-DA
| Alpha | -7.19% |
|---|---|
| Beta | 0.71 |
| Correlation | 68.57% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 47.02% |
| Standard Deviation | 3.32% |
| Sharpe Ratio | -1.22 |
| Sortino | -5.13 |
| Treynor | 13.18 |
| Ulcer Index | 4.23 |
| Ulcer Performance Index | -3.32 |