Nasdaq - Delayed Quote USD
Columbia Real Estate Equity Inst (CREEX)
At close: 8:06 AM EST
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 | 42.06% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 14.68% |
| 5y Average Return | 6.66% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CREEX | Category Average | CREEX | Category Average | CREEX | Category Average | |
| Alpha | -2.88 | -0.01 | -4.74 | -0.05 | -0.74 | 0.02 |
| BETA | 1.17 | 0.01 | 1.04 | 0.01 | 0.87 | 0.01 |
| Mean Annual Return | 0.36 | 0.01 | 0.64 | 0.01 | 0.67 | 0.01 |
| R-squared | 78.12 | 0.66 | 75.61 | 0.55 | 54.64 | 0.47 |
| Standard Deviation | 21.57 | 0.2 | 20.8 | 0.17 | 17.36 | 0.16 |
| Sharpe Ratio | 0.02 | 0.01 | 0.25 | 0 | 0.36 | 0.01 |
| Treynor Ratio | -1.68 | 0.12 | 3.04 | 0.07 | 5.65 | 0.11 |
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