CUSAX
Columbia Acorn USA-Adv\Disc
$11.45
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Small Growth |
|---|---|
| Market Cap | 163.854M |
| 52 Week High | 12.01 |
| 52 Week Low | 9.8 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CUSAX |
|---|---|
| Type | Mutual Fund |
| Category | Small Growth |
| Price | 11.45 |
| Price Yesterday | 11.45 |
| Market Cap | 163.85 |
| YTD Return | 9.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 12.01 |
|---|---|
| 52 Week Low | 9.80 |
| Market Cap | 163.85M |
| Shares Outstanding | 14.31M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 5.23% |
| Nine Months | 10.76% |
| One Year | 10.26% |
| Three Years | -12.37% |
| Five Years | -8.38% |
| Ten Years | -10.85% |
| YTD | 12.55% |
| Since Inception | -8.52% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.60% |
| Nine Months | 7.92% |
| One Year | 10.20% |
| Three Years | -32.57% |
| Five Years | -35.35% |
| Ten Years | -68.19% |
| YTD | 9.46% |
| Since Inception | -62.05% |
Yearly Returns
| 2023 | 9.46% |
|---|---|
| 2022 | -36.10% |
| 2021 | -15.27% |
| 2020 | 18.45% |
| 2019 | 18.45% |
| 2018 | -14.37% |
| 2017 | -10.32% |
| 2016 | -21.53% |
| 2015 | -27.92% |
| 2014 | -13.27% |
Risk against SP-DA
| Alpha | -8.89% |
|---|---|
| Beta | 0.87 |
| Correlation | 75.23% |
| Downside Deviation | 5.25% |
| Coefficient of determination | 56.60% |
| Standard Deviation | 5.52% |
| Sharpe Ratio | -0.58 |
| Sortino | -2.09 |
| Treynor | 6.45 |
| Ulcer Index | 4.62 |
| Ulcer Performance Index | -2.38 |