Nasdaq - Delayed Quote USD
Columbia Convertible Securities C (PHIKX)
20.16
-0.36
(-1.75%)
As of 8:09:21 AM EDT. Market Open.
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 convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -6.60% |
| 5y Average Return | 8.47% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHIKX | Category Average | PHIKX | Category Average | PHIKX | Category Average | |
| Alpha | -3.8 | 0.05 | 1.26 | 0.04 | 0.83 | 0.01 |
| BETA | 0.93 | 0.01 | 1.11 | 0.01 | 1.16 | 0.01 |
| Mean Annual Return | 0.06 | 0.02 | 0.92 | 0.01 | 0.66 | 0.01 |
| R-squared | 75.59 | 0.8 | 71.23 | 0.77 | 75.61 | 0.79 |
| Standard Deviation | 13.38 | 0.16 | 15.13 | 0.13 | 13.37 | 0.11 |
| Sharpe Ratio | -0.28 | 0.01 | 0.54 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -5.1 | 0.14 | 6.9 | 0.12 | 4.61 | 0.08 |
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