Nasdaq - Delayed Quote USD
Columbia Large Cap Value A (INDZX)
16.81
-0.02
(-0.12%)
At close: 8:04:22 PM EDT
Fund Summary
The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 26 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 3.96% |
| 5y Average Return | 15.72% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| INDZX | Category Average | INDZX | Category Average | INDZX | Category Average | |
| Alpha | -3.29 | -0.01 | -0.28 | -0.03 | -2.72 | -0.03 |
| BETA | 0.87 | 0.01 | 0.86 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 1.15 | 0.01 | 0.8 | 0.01 |
| R-squared | 79.15 | 0.78 | 77.6 | 0.83 | 85.25 | 0.84 |
| Standard Deviation | 15.98 | 0.17 | 15.74 | 0.19 | 15.83 | 0.16 |
| Sharpe Ratio | 0.24 | 0 | 0.69 | 0 | 0.48 | 0.01 |
| Treynor Ratio | 3.19 | 0.04 | 12.16 | 0.07 | 7.01 | 0.08 |
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