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Columbia Disciplined Value Inst2 (COLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.71+0.05 (+0.58%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up6
Number of years down2
Best 1-yr total return (18 Apr 2024)30.14%
Worst 1-yr total return (18 Apr 2024)N/A

Risk statistics

3 years
COLVXCategory average
5 years
COLVXCategory average
10 years
COLVXCategory average
Alpha
1.71-0.01
-1.62-0.03
-2.13-0.03
BETA
0.840.01
0.930.01
0.940.01
Mean annual return
1.050.01
1.10.01
0.880.01
R-squared
83.970.78
86.780.83
88.430.84
Standard deviation
16.140.17
18.340.19
15.230.16
Sharpe ratio
0.60
0.60
0.60.01
Treynor ratio
10.720.04
10.740.07
8.880.08