SLVAX
Columbia Select LargeCap Value-A
$33.23
0.08 (0.24%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 2377.46M |
| 52 Week High | 33.56 |
| 52 Week Low | 26.661 |
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Key Data
| Symbol | SLVAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 33.23 |
| Price Yesterday | 33.15 |
| Market Cap | 2,377.46 |
| YTD Return | 9.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.008 |
Overview
| 52 Week High | 33.56 |
|---|---|
| 52 Week Low | 26.66 |
| Market Cap | 2,377.46M |
| Shares Outstanding | 71.55M |
| Income Dividend Yield | 1.83% |
| Long Term Dividend Yield | 1.46% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.29% |
Returns Annualized
| One Day | 83.67% |
|---|---|
| Five Days | 60.46% |
| One Months | 16.50% |
| Three Months | 3.12% |
| Six Months | 19.69% |
| Nine Months | 28.97% |
| One Year | 14.40% |
| Three Years | 6.30% |
| Five Years | 10.99% |
| Ten Years | 9.13% |
| YTD | 19.61% |
| Since Inception | 8.65% |
Returns Total
| One Day | 0.24% |
|---|---|
| Five Days | 0.94% |
| One Month | 1.22% |
| Three Months | 0.76% |
| Six Months | 9.24% |
| Nine Months | 20.76% |
| One Year | 14.39% |
| Three Years | 20.02% |
| Five Years | 68.21% |
| Ten Years | 139.00% |
| YTD | 9.67% |
| Since Inception | 849.43% |
Yearly Returns
| 2024 | 9.67% |
|---|---|
| 2023 | 5.52% |
| 2022 | -1.08% |
| 2021 | 26.37% |
| 2020 | 6.11% |
| 2019 | 26.57% |
| 2018 | -12.29% |
| 2017 | 20.05% |
| 2016 | 20.39% |
| 2015 | -5.83% |
Risk against SP-DA
| Alpha | -7.35% |
|---|---|
| Beta | 0.7 |
| Correlation | 68.06% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 46.32% |
| Standard Deviation | 3.32% |
| Sharpe Ratio | -1.25 |
| Sortino | -5.24 |
| Treynor | 12.86 |
| Ulcer Index | 4.25 |
| Ulcer Performance Index | -3.37 |