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CARZX: Columbia Absolute Ret Multi-Strat Z (MUTUAL FUND)
Basic Info
| Asset Class: | Multialternative |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/06/2011 |
| Last Dividend Date: | 12/18/2014 |
| 12-Mo. Yield | 39.22% |
| Expenses | 1.14% |
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Performance Analytics (As of 03/06/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/06/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 3.1 | 1.3 | 1.0 | 2.5 | -0.5 | 1.7 | 1.3 | -1.0 |
| Sharpe Ratio | NA | 0.86 | 0.4 | 0.34 | 3.21 | -0.17 | 0.55 | 0.53 | -0.57 |
| Draw Down(%) | NA | 3.2 | 5.8 | 5.8 | 0.8 | 4.3 | 2.3 | 1.8 | 1.7 |
| Standard Deviation(%) | NA | 3.6 | 3.1 | 2.9 | 4.7 | 3.2 | 3.1 | 2.4 | 2.3 |
| Treynor Ratio | NA | 0.27 | 0.12 | 0.24 | 23.12 | -0.03 | 0.14 | 0.21 | 0.98 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.06 | -0.01 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.11 | 0.1 | 0.04 | 0.01 | 0.16 | 0.12 | 0.06 | -0.01 |
| RSquared | NA | 0.13 | 0.15 | 0.05 | 0.0 | 0.32 | 0.19 | 0.11 | 0.02 |
| Yield(%) | N/A | 39.2 | 13.5 | N/A | 0.0 | 38.9 | 0.8 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | 4712.3 | N/A | N/A | -100.0 | 4712.3 | -20.6 | 3300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2011
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* Day change on 03/06/2015.Latest Articles Related to CARZX
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