Nasdaq - Delayed Quote • USD
Columbia Large Cap Enhanced Core Inst2 (CLNCX)
At close: April 19 at 8:00 PM EDT
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index, convertible securities that are convertible into stocks included in the index, and derivatives whose returns are closely equivalent to the returns of the index or its components. The manager will vary the number and percentages of the fund's holdings in attempting to provide higher returns than the index and to reduce the potential of underperforming the index over time.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.59% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.12% |
| 5y Average Return | 12.91% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLNCX | Category Average | CLNCX | Category Average | CLNCX | Category Average | |
| Alpha | 1.15 | -0.01 | -0.24 | -0.01 | -0.19 | -0.01 |
| BETA | 0.97 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.11 | 0.01 | 1.29 | 0.01 | 1.1 | 0.01 |
| R-squared | 98.8 | 0.94 | 98.73 | 0.95 | 98.66 | 0.95 |
| Standard Deviation | 17.11 | 0.17 | 18.38 | 0.19 | 15.26 | 0.15 |
| Sharpe Ratio | 0.61 | 0 | 0.72 | 0.01 | 0.77 | 0.01 |
| Treynor Ratio | 9.87 | 0.03 | 12.6 | 0.1 | 11.25 | 0.1 |
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