INUTX
Columbia Dividend Opportunity-A
$37.08
0.02 (0.05%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Value |
---|---|
Market Cap | 2103.211M |
52 Week High | 37.846 |
52 Week Low | 30.291 |
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Key Data
Symbol | INUTX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 37.08 |
Price Yesterday | 37.06 |
Market Cap | 2,103.21 |
YTD Return | 7.02% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0105 |
Overview
52 Week High | 37.85 |
---|---|
52 Week Low | 30.29 |
Market Cap | 2,103.21M |
Shares Outstanding | 56.72M |
Income Dividend Yield | 2.70% |
Long Term Dividend Yield | 0.80% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.50% |
Returns Annualized
One Day | 14.58% |
---|---|
Five Days | 8.51% |
One Months | 2.69% |
Three Months | -1.53% |
Six Months | 13.40% |
Nine Months | 23.81% |
One Year | 13.54% |
Three Years | 5.95% |
Five Years | 8.29% |
Ten Years | 7.72% |
YTD | 14.06% |
Since Inception | 8.81% |
Returns Total
One Day | 0.05% |
---|---|
Five Days | 0.16% |
One Month | 0.21% |
Three Months | -0.38% |
Six Months | 6.38% |
Nine Months | 17.16% |
One Year | 13.53% |
Three Years | 18.84% |
Five Years | 48.78% |
Ten Years | 109.87% |
YTD | 7.02% |
Since Inception | 1947.49% |
Yearly Returns
2024 | 7.02% |
---|---|
2023 | 4.84% |
2022 | -1.72% |
2021 | 26.11% |
2020 | 0.82% |
2019 | 23.37% |
2018 | -5.33% |
2017 | 14.29% |
2016 | 13.39% |
2015 | -2.64% |
Risk against SP-DA
Alpha | -7.98% |
---|---|
Beta | 0.69 |
Correlation | 72.10% |
Downside Deviation | 2.76% |
Coefficient of determination | 51.98% |
Standard Deviation | 3.09% |
Sharpe Ratio | -1.42 |
Sortino | -5.5 |
Treynor | 11.8 |
Ulcer Index | 3.74 |
Ulcer Performance Index | -4.06 |