Nasdaq - Delayed Quote USD
Columbia Global Value Inst3 (CEVYX)
10.45
-0.12
(-1.14%)
At close: 8:00:17 PM EDT
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -8.75% |
| 5y Average Return | 11.77% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CEVYX | Category Average | CEVYX | Category Average | CEVYX | Category Average | |
| Alpha | 0.28 | -0.05 | 0.9 | -0.04 | -0.85 | -0.01 |
| BETA | 0.83 | 0.01 | 0.91 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.64 | 0.01 | 1.27 | 0.01 | 0.71 | 0.01 |
| R-squared | 85.57 | 0.9 | 84.13 | 0.88 | 89.34 | 0.87 |
| Standard Deviation | 14.55 | 0.2 | 15.67 | 0.16 | 15.28 | 0.15 |
| Sharpe Ratio | 0.22 | 0 | 0.79 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 2.71 | 0.08 | 13.36 | 0.09 | 5.82 | 0.08 |
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