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CACZX: COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | Currency |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/18/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.07% |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 1.1 | -1.0 | -0.4 | 3.1 | -7.7 | 2.4 | 1.1 | -0.2 |
| Sharpe Ratio | NA | 0.14 | -0.1 | -0.05 | 0.4 | -1.94 | 0.16 | 0.24 | -0.23 |
| Draw Down(%) | NA | 4.8 | 11.4 | 11.4 | 4.6 | 8.9 | 10.2 | 4.5 | 1.3 |
| Standard Deviation(%) | NA | 8.1 | 10.2 | 8.8 | 8.0 | 4.0 | 15.2 | 4.3 | 3.7 |
| Treynor Ratio | NA | 0.03 | -0.04 | -0.02 | 0.08 | -0.56 | 0.1 | 0.06 | -0.04 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.03 | -0.03 | 0.01 | 0.01 | -0.01 |
| Beta | NA | 0.39 | 0.25 | 0.21 | 0.41 | 0.14 | 0.23 | 0.16 | 0.24 |
| RSquared | NA | 0.05 | 0.01 | 0.02 | 0.06 | 0.03 | 0.01 | 0.09 | 0.35 |
| Yield(%) | N/A | 0.0 | 0.8 | N/A | 0.0 | 0.0 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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