Nasdaq - Delayed Quote USD
Columbia Real Estate Equity A (CREAX)
9.85
+0.12
+(1.23%)
At close: 8:04:13 PM 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 equity securities of companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -0.82% |
| 5y Average Return | 10.37% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CREAX | Category Average | CREAX | Category Average | CREAX | Category Average | |
| Alpha | -9.51 | -0.01 | -4.48 | -0.05 | -1.8 | 0.02 |
| BETA | 1.18 | 0.01 | 1.06 | 0.01 | 0.91 | 0.01 |
| Mean Annual Return | 0.22 | 0.01 | 0.81 | 0.01 | 0.58 | 0.01 |
| R-squared | 78.38 | 0.66 | 71.17 | 0.55 | 60.06 | 0.47 |
| Standard Deviation | 20.49 | 0.2 | 19.15 | 0.17 | 17.46 | 0.16 |
| Sharpe Ratio | -0.1 | 0.01 | 0.36 | 0 | 0.28 | 0.01 |
| Treynor Ratio | -3.54 | 0.12 | 4.99 | 0.07 | 3.91 | 0.11 |
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