Nasdaq - Delayed Quote USD
Columbia Real Estate Equity A (CREAX)
9.76
+0.14
+(1.46%)
At close: 8:04:10 PM EDT
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 principally engaged in the real estate industry, including REITs. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -1.94% |
| 5y Average Return | 8.90% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CREAX | Category Average | CREAX | Category Average | CREAX | Category Average | |
| Alpha | -6.46 | -0.01 | -4.16 | -0.05 | -2.22 | 0.02 |
| BETA | 1.11 | 0.01 | 1.03 | 0.01 | 0.91 | 0.01 |
| Mean Annual Return | 0.16 | 0.01 | 0.98 | 0.01 | 0.56 | 0.01 |
| R-squared | 77.04 | 0.66 | 71.67 | 0.55 | 58.56 | 0.47 |
| Standard Deviation | 20.61 | 0.2 | 19.32 | 0.17 | 17.54 | 0.16 |
| Sharpe Ratio | -0.13 | 0.01 | 0.46 | 0 | 0.27 | 0.01 |
| Treynor Ratio | -4.24 | 0.12 | 7.29 | 0.07 | 3.61 | 0.11 |
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