Nasdaq - Delayed Quote • USD
Columbia Disciplined Growth Inst2 (CQURX)
At close: April 19 at 8:00 PM EDT
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Growth Index (the index) at the time of purchase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.01% |
| 5y Average Return | 14.60% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CQURX | Category Average | CQURX | Category Average | CQURX | Category Average | |
| Alpha | 0.47 | 0.03 | 0.96 | 0.04 | 1.28 | 0.01 |
| BETA | 1.12 | 0.01 | 1.07 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 1.17 | 0.02 | 1.47 | 0.02 | 1.28 | 0.01 |
| R-squared | 93.61 | 0.89 | 94.29 | 0.87 | 93.52 | 0.87 |
| Standard Deviation | 20.41 | 0.2 | 20.18 | 0.16 | 16.64 | 0.15 |
| Sharpe Ratio | 0.55 | 0.01 | 0.77 | 0.01 | 0.84 | 0.01 |
| Treynor Ratio | 8.69 | 0.21 | 13.73 | 0.21 | 12.71 | 0.15 |
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