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Columbia Capital Allocation Agrsv Inst3 (CPDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.63-0.01 (-0.08%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up8
Number of years down2
Best 1-yr total return (13 Jun 2024)24.33%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
CPDIXCategory average
5 years
CPDIXCategory average
10 years
CPDIXCategory average
Alpha
3.15-0.02
2.5-0.02
1.36-0.01
BETA
1.180.01
1.260.01
1.310.01
Mean annual return
0.390.01
0.910.01
0.730.01
R-squared
95.680.94
96.410.93
95.530.93
Standard deviation
15.150.16
15.960.13
13.390.12
Sharpe ratio
0.10.01
0.540.01
0.540.01
Treynor ratio
0.270.08
6.180.08
50.06