NAMAX
Columbia Select MidCap Value-Inst
$13.60
-0.03 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 2456.038M |
| 52 Week High | 14.088 |
| 52 Week Low | 10.645 |
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Key Data
| Symbol | NAMAX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 13.6 |
| Price Yesterday | 13.63 |
| Market Cap | 2,456.04 |
| YTD Return | 6.32% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0088 |
Overview
| 52 Week High | 14.09 |
|---|---|
| 52 Week Low | 10.65 |
| Market Cap | 2,456.04M |
| Shares Outstanding | 180.59M |
| Income Dividend Yield | 1.05% |
| Long Term Dividend Yield | 1.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.20% |
Returns Annualized
| One Day | -42.64% |
|---|---|
| Five Days | 29.74% |
| One Months | 1.40% |
| Three Months | -7.44% |
| Six Months | 14.18% |
| Nine Months | 29.88% |
| One Year | 12.62% |
| Three Years | 5.80% |
| Five Years | 10.35% |
| Ten Years | 7.99% |
| YTD | 12.64% |
| Since Inception | 9.45% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.52% |
| One Month | 0.11% |
| Three Months | -1.88% |
| Six Months | 6.73% |
| Nine Months | 21.39% |
| One Year | 12.61% |
| Three Years | 18.34% |
| Five Years | 63.40% |
| Ten Years | 115.22% |
| YTD | 6.32% |
| Since Inception | 666.63% |
Yearly Returns
| 2024 | 6.32% |
|---|---|
| 2023 | 10.49% |
| 2022 | -9.19% |
| 2021 | 32.27% |
| 2020 | 6.84% |
| 2019 | 31.52% |
| 2018 | -13.21% |
| 2017 | 13.57% |
| 2016 | 14.29% |
| 2015 | -4.99% |
Risk against SP-DA
| Alpha | -13.44% |
|---|---|
| Beta | 0.89 |
| Correlation | 75.55% |
| Downside Deviation | 3.61% |
| Coefficient of determination | 57.08% |
| Standard Deviation | 3.77% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.45 |
| Treynor | 8.17 |
| Ulcer Index | 5.37 |
| Ulcer Performance Index | -3 |