Nasdaq USD

Columbia Dividend Opportunity A (INUTX)

38.42
-0.07
(-0.18%)
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 dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.11%
Worst 1Y Total Return --
Number of Years Up 28
Number of Years Down 8

Performance & Risk

YTD Return 3.17%
5y Average Return 13.12%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
INUTXCategory AverageINUTXCategory AverageINUTXCategory Average
Alpha -3.83 -0.01 -0.45 -0.03 -2.16 -0.03
BETA 0.8 0.01 0.76 0.01 0.82 0.01
Mean Annual Return 0.61 0.01 1.03 0.01 0.73 0.01
R-squared 72.26 0.78 71.77 0.83 80.16 0.84
Standard Deviation 15.38 0.17 14.5 0.19 14.06 0.16
Sharpe Ratio 0.18 0 0.65 0 0.48 0.01
Treynor Ratio 2.11 0.04 11.86 0.07 7.34 0.08

Related Tickers