LAUAX
Columbia Acorn USA-A\Disc
$6.89
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Small Growth |
|---|---|
| Market Cap | 163.855M |
| 52 Week High | 7.23 |
| 52 Week Low | 5.9 |
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Key Data
| Symbol | LAUAX |
|---|---|
| Type | Mutual Fund |
| Category | Small Growth |
| Price | 6.89 |
| Price Yesterday | 6.89 |
| Market Cap | 163.86 |
| YTD Return | 9.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0108 |
Overview
| 52 Week High | 7.23 |
|---|---|
| 52 Week Low | 5.90 |
| Market Cap | 163.86M |
| Shares Outstanding | 23.78M |
| 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 | 5.09% |
| Nine Months | 10.64% |
| One Year | 10.12% |
| Three Years | -17.05% |
| Five Years | -12.81% |
| Ten Years | -14.75% |
| YTD | 12.41% |
| Since Inception | -3.41% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.53% |
| Nine Months | 7.82% |
| One Year | 10.06% |
| Three Years | -42.77% |
| Five Years | -49.49% |
| Ten Years | -79.65% |
| YTD | 9.37% |
| Since Inception | -54.25% |
Yearly Returns
| 2023 | 9.37% |
|---|---|
| 2022 | -37.87% |
| 2021 | -25.33% |
| 2020 | 16.17% |
| 2019 | 13.72% |
| 2018 | -17.63% |
| 2017 | -16.52% |
| 2016 | -26.17% |
| 2015 | -30.48% |
| 2014 | -14.70% |
Risk against SP-DA
| Alpha | -9.16% |
|---|---|
| Beta | 0.88 |
| Correlation | 75.66% |
| Downside Deviation | 5.26% |
| Coefficient of determination | 57.25% |
| Standard Deviation | 5.53% |
| Sharpe Ratio | -0.58 |
| Sortino | -2.12 |
| Treynor | 6.23 |
| Ulcer Index | 4.64 |
| Ulcer Performance Index | -2.4 |