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Columbia Capital Allocation Agrsv Inst3 (CPDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.43+0.09 (+0.73%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up8
Number of years down2
Best 1-yr total return (22 May 2024)24.33%
Worst 1-yr total return (22 May 2024)N/A

Risk statistics

3 years
CPDIXCategory average
5 years
CPDIXCategory average
10 years
CPDIXCategory average
Alpha
2.46-0.02
1.82-0.02
1.26-0.01
BETA
1.170.01
1.270.01
1.310.01
Mean annual return
0.290.01
0.740.01
0.710.01
R-squared
95.70.94
96.240.93
95.570.93
Standard deviation
14.960.16
16.150.13
13.340.12
Sharpe ratio
0.030.01
0.410.01
0.520.01
Treynor ratio
-0.570.08
4.410.08
4.830.06