INDZX
Columbia LargeCap Value-A
$16.63
0.03 (0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2382.979M |
| 52 Week High | 16.793 |
| 52 Week Low | 13.405 |
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Key Data
| Symbol | INDZX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 16.63 |
| Price Yesterday | 16.6 |
| Market Cap | 2,382.98 |
| YTD Return | 9.19% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0097 |
Overview
| 52 Week High | 16.79 |
|---|---|
| 52 Week Low | 13.41 |
| Market Cap | 2,382.98M |
| Shares Outstanding | 143.29M |
| Income Dividend Yield | 1.51% |
| Long Term Dividend Yield | 3.63% |
| Short Term Dividend Yield | 0.16% |
| 52 Week Yield (All) | 5.30% |
Returns Annualized
| One Day | 57.69% |
|---|---|
| Five Days | 53.19% |
| One Months | 17.93% |
| Three Months | 0.17% |
| Six Months | 19.25% |
| Nine Months | 26.80% |
| One Year | 18.14% |
| Three Years | 6.21% |
| Five Years | 10.04% |
| Ten Years | 8.69% |
| YTD | 18.59% |
| Since Inception | 10.07% |
Returns Total
| One Day | 0.18% |
|---|---|
| Five Days | 0.85% |
| One Month | 1.32% |
| Three Months | 0.04% |
| Six Months | 9.04% |
| Nine Months | 19.25% |
| One Year | 18.12% |
| Three Years | 19.70% |
| Five Years | 61.13% |
| Ten Years | 129.57% |
| YTD | 9.19% |
| Since Inception | 2415.88% |
Yearly Returns
| 2024 | 9.19% |
|---|---|
| 2023 | 9.55% |
| 2022 | -5.28% |
| 2021 | 23.70% |
| 2020 | 5.34% |
| 2019 | 29.81% |
| 2018 | -11.18% |
| 2017 | 16.64% |
| 2016 | 14.63% |
| 2015 | -2.26% |
Risk against SP-DA
| Alpha | -3.97% |
|---|---|
| Beta | 0.72 |
| Correlation | 78.91% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 62.26% |
| Standard Deviation | 2.92% |
| Sharpe Ratio | -1.04 |
| Sortino | -4.33 |
| Treynor | 17.8 |
| Ulcer Index | 3.19 |
| Ulcer Performance Index | -3.31 |