Nasdaq - Delayed Quote USD

Columbia Mid Cap Index Inst2 (CPXRX)

15.35 +0.05 (+0.33%)
At close: 8:01 PM EDT

Fund Summary

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 MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.35%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 4.49%
5y Average Return 9.48%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CPXRXCategory AverageCPXRXCategory AverageCPXRXCategory Average
Alpha -4.36 -0.06 -4.07 -0.05 -3.68 -0.04
BETA 1.04 0.01 1.12 0.01 1.11 0.01
Mean Annual Return 0.71 0.01 1.12 0.01 0.92 0.01
R-squared 83.59 0.88 86 0.85 84.63 0.84
Standard Deviation 20.06 0.23 22.22 0.19 18.27 0.17
Sharpe Ratio 0.28 0.01 0.5 0.01 0.52 0.01
Treynor Ratio 3.63 0.11 8.29 0.11 7.46 0.1

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