CTBYX
Columbia Total Return Bond-Inst3
$30.08
-0.03 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Intermediate Bond |
|---|---|
| Market Cap | 2754.004M |
| 52 Week High | 30.11 |
| 52 Week Low | 26.865 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CTBYX |
|---|---|
| Type | Mutual Fund |
| Category | Intermediate Bond |
| Price | 30.08 |
| Price Yesterday | 30.11 |
| Market Cap | 2,754.00 |
| YTD Return | 0.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0037 |
Overview
| 52 Week High | 30.11 |
|---|---|
| 52 Week Low | 26.87 |
| Market Cap | 2,754.00M |
| Shares Outstanding | 91.56M |
| Income Dividend Yield | 5.08% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.08% |
Returns Annualized
| One Day | -22.23% |
|---|---|
| Five Days | 99.85% |
| One Months | 23.75% |
| Three Months | 9.19% |
| Six Months | 3.40% |
| Nine Months | 13.24% |
| One Year | 7.25% |
| Three Years | -3.78% |
| Five Years | 0.72% |
| Ten Years | 2.14% |
| YTD | 1.09% |
| Since Inception | 2.01% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.38% |
| One Month | 1.70% |
| Three Months | 2.18% |
| Six Months | 1.66% |
| Nine Months | 9.65% |
| One Year | 7.24% |
| Three Years | -10.87% |
| Five Years | 3.65% |
| Ten Years | 23.52% |
| YTD | 0.56% |
| Since Inception | 26.02% |
Yearly Returns
| 2024 | 0.56% |
|---|---|
| 2023 | 8.06% |
| 2022 | -17.37% |
| 2021 | 0.34% |
| 2020 | 12.33% |
| 2019 | 9.57% |
| 2018 | 0.49% |
| 2017 | 3.95% |
| 2016 | 4.89% |
| 2015 | 0.37% |
Risk against SP-DA
| Alpha | -9.70% |
|---|---|
| Beta | 0.5 |
| Correlation | 75.18% |
| Downside Deviation | 1.75% |
| Coefficient of determination | 56.52% |
| Standard Deviation | 2.12% |
| Sharpe Ratio | -2.92 |
| Sortino | -12.27 |
| Treynor | 3.78 |
| Ulcer Index | 2.51 |
| Ulcer Performance Index | -8.54 |