CTBRX
Columbia Total Return Bond-Inst2
$30.02
-0.03 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Intermediate Bond |
|---|---|
| Market Cap | 2754.062M |
| 52 Week High | 30.05 |
| 52 Week Low | 26.816 |
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Key Data
| Symbol | CTBRX |
|---|---|
| Type | Mutual Fund |
| Category | Intermediate Bond |
| Price | 30.02 |
| Price Yesterday | 30.05 |
| Market Cap | 2,754.06 |
| YTD Return | 0.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0041 |
Overview
| 52 Week High | 30.05 |
|---|---|
| 52 Week Low | 26.82 |
| Market Cap | 2,754.06M |
| Shares Outstanding | 91.74M |
| Income Dividend Yield | 5.03% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.03% |
Returns Annualized
| One Day | -22.27% |
|---|---|
| Five Days | 100.12% |
| One Months | 23.70% |
| Three Months | 9.15% |
| Six Months | 3.35% |
| Nine Months | 13.20% |
| One Year | 7.21% |
| Three Years | -3.83% |
| Five Years | 0.68% |
| Ten Years | 2.09% |
| YTD | 1.04% |
| Since Inception | 1.96% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.38% |
| One Month | 1.70% |
| Three Months | 2.17% |
| Six Months | 1.63% |
| Nine Months | 9.63% |
| One Year | 7.20% |
| Three Years | -10.99% |
| Five Years | 3.42% |
| Ten Years | 22.94% |
| YTD | 0.54% |
| Since Inception | 25.27% |
Yearly Returns
| 2024 | 0.54% |
|---|---|
| 2023 | 8.02% |
| 2022 | -17.42% |
| 2021 | 0.31% |
| 2020 | 12.29% |
| 2019 | 9.53% |
| 2018 | 0.33% |
| 2017 | 3.89% |
| 2016 | 4.84% |
| 2015 | 0.43% |
Risk against SP-DA
| Alpha | -9.77% |
|---|---|
| Beta | 0.5 |
| Correlation | 75.11% |
| Downside Deviation | 1.74% |
| Coefficient of determination | 56.41% |
| Standard Deviation | 2.13% |
| Sharpe Ratio | -2.92 |
| Sortino | -12.36 |
| Treynor | 3.68 |
| Ulcer Index | 2.51 |
| Ulcer Performance Index | -8.55 |