Nasdaq - Delayed Quote USD
Columbia Income Builder Inst2 (CKKRX)
11.50
+0.01
+(0.09%)
As of 8:05:26 AM EDT. Market Open.
Fund Summary
The fund is a "fund of funds" and seeks to achieve its objective by investing in a combination of underlying funds, including mutual funds and exchange-traded funds (ETFs), representing different asset classes, potentially including an allocation to alternative investment strategies. It normally invests in each asset class within the following target asset allocation ranges: Equity 0-35%, Fixed Income 55-100%, Cash 0-15%, Alternative and Other Strategies 0-20%. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.05% |
| 5y Average Return | 4.92% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CKKRX | Category Average | CKKRX | Category Average | CKKRX | Category Average | |
| Alpha | -1.56 | -0 | -1.22 | -0.01 | -0.49 | 0 |
| BETA | 0.78 | 0.01 | 0.74 | 0.01 | 0.72 | 0.01 |
| Mean Annual Return | 0.25 | 0.01 | 0.52 | 0 | 0.39 | 0 |
| R-squared | 95.63 | 0.84 | 93.88 | 0.83 | 92.03 | 0.83 |
| Standard Deviation | 10.05 | 0.07 | 8.79 | 0.06 | 7.57 | 0.05 |
| Sharpe Ratio | -0.15 | 0.01 | 0.39 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | -2.65 | 0.1 | 4.36 | 0.08 | 3.5 | 0.08 |
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