LBSAX
Columbia Dividend Income-A
$32.45
-0.03 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 39953.414M |
| 52 Week High | 32.759 |
| 52 Week Low | 26.682 |
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Key Data
| Symbol | LBSAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 32.45 |
| Price Yesterday | 32.48 |
| Market Cap | 39,953.41 |
| YTD Return | 7.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.009 |
Overview
| 52 Week High | 32.76 |
|---|---|
| 52 Week Low | 26.68 |
| Market Cap | 39,953.41M |
| Shares Outstanding | 1,231.23M |
| Income Dividend Yield | 1.59% |
| Long Term Dividend Yield | 2.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.41% |
Returns Annualized
| One Day | -20.79% |
|---|---|
| Five Days | 15.04% |
| One Months | 11.03% |
| Three Months | 2.41% |
| Six Months | 16.91% |
| Nine Months | 23.29% |
| One Year | 16.19% |
| Three Years | 6.87% |
| Five Years | 10.65% |
| Ten Years | 10.39% |
| YTD | 15.40% |
| Since Inception | 9.95% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 0.28% |
| One Month | 0.83% |
| Three Months | 0.59% |
| Six Months | 7.98% |
| Nine Months | 16.79% |
| One Year | 16.17% |
| Three Years | 21.94% |
| Five Years | 65.62% |
| Ten Years | 167.92% |
| YTD | 7.66% |
| Since Inception | 672.25% |
Yearly Returns
| 2024 | 7.66% |
|---|---|
| 2023 | 10.21% |
| 2022 | -5.20% |
| 2021 | 25.99% |
| 2020 | 7.50% |
| 2019 | 27.85% |
| 2018 | -4.63% |
| 2017 | 20.47% |
| 2016 | 13.14% |
| 2015 | 0.35% |
Risk against SP-DA
| Alpha | -6.06% |
|---|---|
| Beta | 0.72 |
| Correlation | 87.47% |
| Downside Deviation | 2.30% |
| Coefficient of determination | 76.51% |
| Standard Deviation | 2.66% |
| Sharpe Ratio | -1.36 |
| Sortino | -5.45 |
| Treynor | 14.95 |
| Ulcer Index | 2.86 |
| Ulcer Performance Index | -4.37 |