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Columbia Disciplined Value Adv (COLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.80-0.04 (-0.45%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)29.97%
Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years
COLEXCategory average
5 years
COLEXCategory average
10 years
COLEXCategory average
Alpha
-0.32-0.01
-2.87-0.03
-3.06-0.03
BETA
0.850.01
0.920.01
0.950.01
Mean annual return
0.810.01
0.980.01
0.80.01
R-squared
84.070.78
85.320.83
87.890.84
Standard deviation
16.570.17
17.950.19
15.420.16
Sharpe ratio
0.380
0.530
0.520.01
Treynor ratio
6.140.04
9.060.07
7.570.08