Nasdaq - Delayed Quote USD
Columbia Small Cap Index Inst2 (CXXRX)
21.86
-0.07
(-0.32%)
At close: May 30 at 8:04:08 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 common stocks that comprise the S&P SmallCap 600 Index. The Investment Manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses. The fund may invest in derivatives, such as futures (including equity index futures), for cash equitization purposes.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -7.93% |
| 5y Average Return | 11.45% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CXXRX | Category Average | CXXRX | Category Average | CXXRX | Category Average | |
| Alpha | -10.01 | -0.09 | -4.06 | -0.06 | -5.43 | -0.06 |
| BETA | 1.18 | 0.01 | 1.08 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 1.07 | 0.01 | 0.75 | 0.01 |
| R-squared | 69.86 | 0.83 | 65.49 | 0.77 | 71.92 | 0.78 |
| Standard Deviation | 23.09 | 0.26 | 21.48 | 0.21 | 20.79 | 0.19 |
| Sharpe Ratio | -0.01 | 0 | 0.46 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -2.46 | 0.08 | 7.7 | 0.1 | 4.42 | 0.09 |
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