Nasdaq - Delayed Quote USD
Columbia Select Large Cap Equity Inst3 (CLEYX)
18.88
-1.11
(-5.55%)
As of 8:05:26 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations, at the time of purchase, in the range of companies in the Standard & Poor's (S&P) 500 Index (the index). It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks, preferred stocks and convertible securities and may invest in exchange-traded funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -6.28% |
| 5y Average Return | 18.29% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLEYX | Category Average | CLEYX | Category Average | CLEYX | Category Average | |
| Alpha | -0.99 | -0.01 | -0.74 | -0.01 | -0.22 | -0.01 |
| BETA | 0.98 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.76 | 0.01 | 1.48 | 0.01 | 1.06 | 0.01 |
| R-squared | 97.54 | 0.94 | 98.12 | 0.95 | 98.1 | 0.95 |
| Standard Deviation | 17.17 | 0.17 | 17 | 0.19 | 15.49 | 0.15 |
| Sharpe Ratio | 0.27 | 0 | 0.88 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 3.35 | 0.03 | 14.91 | 0.1 | 10.26 | 0.1 |
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