RSEDX
Columbia LargeCap Value-Inst2
$16.61
0.02 (0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2381.542M |
| 52 Week High | 16.761 |
| 52 Week Low | 13.368 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RSEDX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 16.61 |
| Price Yesterday | 16.59 |
| Market Cap | 2,381.54 |
| YTD Return | 9.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0069 |
Overview
| 52 Week High | 16.76 |
|---|---|
| 52 Week Low | 13.37 |
| Market Cap | 2,381.54M |
| Shares Outstanding | 143.38M |
| Income Dividend Yield | 1.78% |
| Long Term Dividend Yield | 3.64% |
| Short Term Dividend Yield | 0.16% |
| 52 Week Yield (All) | 5.57% |
Returns Annualized
| One Day | 35.52% |
|---|---|
| Five Days | 48.65% |
| One Months | 17.23% |
| Three Months | 0.20% |
| Six Months | 19.60% |
| Nine Months | 27.07% |
| One Year | 18.41% |
| Three Years | 6.50% |
| Five Years | 10.35% |
| Ten Years | 9.02% |
| YTD | 18.77% |
| Since Inception | 7.39% |
Returns Total
| One Day | 0.12% |
|---|---|
| Five Days | 0.79% |
| One Month | 1.27% |
| Three Months | 0.05% |
| Six Months | 9.20% |
| Nine Months | 19.44% |
| One Year | 18.39% |
| Three Years | 20.69% |
| Five Years | 63.40% |
| Ten Years | 136.64% |
| YTD | 9.27% |
| Since Inception | 240.44% |
Yearly Returns
| 2024 | 9.27% |
|---|---|
| 2023 | 9.88% |
| 2022 | -5.00% |
| 2021 | 24.01% |
| 2020 | 5.69% |
| 2019 | 30.21% |
| 2018 | -10.89% |
| 2017 | 17.01% |
| 2016 | 14.99% |
| 2015 | -1.92% |
Risk against SP-DA
| Alpha | -3.81% |
|---|---|
| Beta | 0.72 |
| Correlation | 79.16% |
| Downside Deviation | 2.42% |
| Coefficient of determination | 62.66% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -1.01 |
| Sortino | -4.25 |
| Treynor | 18.05 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -3.27 |