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Money
What is the Lifetime ISA? How the retirement income option could help you
The lifetime ISA has real benefits for groups such as the self-employed
Columbia Mid Cap Growth V (CBSTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.32
+0.14
(+0.69%)
At close: 09:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
16
Number of years down
4
Best 1-yr total return (7 Dec 2023)
43.45%
Worst 1-yr total return (7 Dec 2023)
N/A
Risk statistics
3 years
CBSTX
Category average
5 years
CBSTX
Category average
10 years
CBSTX
Category average
Alpha
-10.29
0.01
-3.43
0.01
-3.17
-0.02
BETA
1.18
0.01
1.09
0.01
1.08
0.01
Mean annual return
0.17
0.02
0.94
0.02
0.84
0.01
R-squared
79.58
0.82
81.49
0.79
80.72
0.8
Standard deviation
23.16
0.23
23.06
0.19
18.29
0.17
Sharpe ratio
-0.01
0.01
0.4
0.01
0.48
0.01
Treynor ratio
-2.47
0.18
6.46
0.17
6.91
0.12
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