LBSCX
Columbia Dividend Income-C
$31.28
-0.03 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 39938.305M |
| 52 Week High | 31.61 |
| 52 Week Low | 25.849 |
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Key Data
| Symbol | LBSCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 31.28 |
| Price Yesterday | 31.31 |
| Market Cap | 39,938.31 |
| YTD Return | 7.23% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0165 |
Overview
| 52 Week High | 31.61 |
|---|---|
| 52 Week Low | 25.85 |
| Market Cap | 39,938.31M |
| Shares Outstanding | 1,276.80M |
| Income Dividend Yield | 0.90% |
| Long Term Dividend Yield | 2.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.83% |
Returns Annualized
| One Day | -21.48% |
|---|---|
| Five Days | 13.79% |
| One Months | 10.16% |
| Three Months | 1.56% |
| Six Months | 15.98% |
| Nine Months | 22.34% |
| One Year | 15.31% |
| Three Years | 6.07% |
| Five Years | 9.82% |
| Ten Years | 9.56% |
| YTD | 14.50% |
| Since Inception | 9.12% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 0.26% |
| One Month | 0.77% |
| Three Months | 0.38% |
| Six Months | 7.56% |
| Nine Months | 16.12% |
| One Year | 15.29% |
| Three Years | 19.23% |
| Five Years | 59.53% |
| Ten Years | 148.61% |
| YTD | 7.23% |
| Since Inception | 556.59% |
Yearly Returns
| 2024 | 7.23% |
|---|---|
| 2023 | 9.39% |
| 2022 | -5.90% |
| 2021 | 25.01% |
| 2020 | 6.74% |
| 2019 | 26.85% |
| 2018 | -5.32% |
| 2017 | 19.52% |
| 2016 | 12.31% |
| 2015 | -0.36% |
Risk against SP-DA
| Alpha | -6.80% |
|---|---|
| Beta | 0.72 |
| Correlation | 86.92% |
| Downside Deviation | 2.33% |
| Coefficient of determination | 75.55% |
| Standard Deviation | 2.65% |
| Sharpe Ratio | -1.46 |
| Sortino | -5.74 |
| Treynor | 13.85 |
| Ulcer Index | 2.94 |
| Ulcer Performance Index | -4.56 |