Nasdaq - Delayed Quote • USD
Columbia Convertible Securities A (PACIX)
At close: 8:06 AM EDT
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 | 47.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 9 |
Performance & Risk
| YTD Return | -1.10% |
| 5y Average Return | 8.51% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PACIX | Category Average | PACIX | Category Average | PACIX | Category Average | |
| Alpha | -4.84 | 0.05 | 2.86 | 0.04 | 1.83 | 0.01 |
| BETA | 0.93 | 0.01 | 1.14 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | -0.13 | 0.02 | 0.88 | 0.01 | 0.74 | 0.01 |
| R-squared | 73.94 | 0.8 | 75.24 | 0.77 | 76.75 | 0.79 |
| Standard Deviation | 13.38 | 0.16 | 16.18 | 0.13 | 13.22 | 0.11 |
| Sharpe Ratio | -0.34 | 0.01 | 0.52 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | -5.76 | 0.14 | 6.58 | 0.12 | 5.85 | 0.08 |
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