Nasdaq - Delayed Quote USD
Columbia Mortgage Opportunities C (CLMCX)
8.25
+0.01
+(0.12%)
At close: 5:18:38 PM EDT
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 8.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 3.76% |
| 5y Average Return | 2.73% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLMCX | Category Average | CLMCX | Category Average | CLMCX | Category Average | |
| Alpha | -0.28 | 0.01 | 4.78 | 0.02 | 1.44 | 0.02 |
| BETA | 1.29 | 0 | 1.14 | 0 | 0.96 | 0 |
| Mean Annual Return | 0.1 | 0 | 0.32 | 0 | 0.26 | 0 |
| R-squared | 88.1 | 0.09 | 67.18 | 0.08 | 42.63 | 0.06 |
| Standard Deviation | 10.08 | 0.06 | 8.69 | 0.05 | 7.34 | 0.05 |
| Sharpe Ratio | -0.34 | 0 | 0.12 | 0.01 | 0.15 | 0.01 |
| Treynor Ratio | -3.1 | 0.07 | 0.57 | 0.15 | 0.9 | 0.08 |
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