Nasdaq USD
Columbia Commodity Strategy Fund (CCSAX)
8.54
-0.01
(-0.12%)
At close: 8:05:14 AM EDT
Fund Summary
Under normal circumstances, the fund seeks to maintain substantial economic exposure to the performance of the commodities markets. It invests, directly or indirectly, in a portfolio of commodity-linked investments, such as commodity-linked futures, structured notes and/or swaps, that are designed to provide exposure to the investment return of assets that trade in the commodities markets, without investing directly in physical commodities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.86% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 2.40% |
| 5y Average Return | 14.93% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CCSAX | Category Average | CCSAX | Category Average | CCSAX | Category Average | |
| Alpha | 1.73 | -0 | 1.17 | 0.01 | 0.67 | 0.01 |
| BETA | 1.08 | 0.01 | 1.03 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.12 | 0 | 1.35 | 0 | 0.36 | -0 |
| R-squared | 98 | 0.85 | 97.93 | 0.82 | 98.22 | 0.88 |
| Standard Deviation | 13.74 | 0.17 | 14.57 | 0.15 | 14 | 0.16 |
| Sharpe Ratio | -0.23 | 0 | 0.91 | 0 | 0.17 | -0 |
| Treynor Ratio | -3.86 | 0.05 | 12.97 | 0.05 | 1.46 | -0.04 |
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