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CBVZX: COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 09/29/2014 |
| 12-Mo. Yield | 8.25% |
| Expenses | 0.81% |
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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(%) | -1.3 | 4.0 | 5.8 | 4.6 | 3.2 | 4.5 | 9.0 | 1.8 | 1.1 |
| Sharpe Ratio | NA | 1.4 | 1.91 | 1.28 | 1.16 | 1.3 | 3.39 | 0.38 | 0.89 |
| Draw Down(%) | NA | 2.1 | 4.2 | 5.2 | 2.1 | 4.2 | 1.6 | 5.2 | 2.3 |
| Standard Deviation(%) | NA | 2.8 | 3.0 | 3.6 | 2.9 | 3.4 | 2.7 | 4.6 | 4.6 |
| Treynor Ratio | NA | 0.06 | 0.09 | 0.07 | 0.05 | 0.07 | 0.14 | 0.02 | 0.06 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 |
| Beta | NA | 0.65 | 0.67 | 0.68 | 0.65 | 0.68 | 0.65 | 0.71 | 0.64 |
| RSquared | NA | 0.77 | 0.8 | 0.77 | 0.77 | 0.87 | 0.74 | 0.78 | 0.56 |
| Yield(%) | N/A | 8.3 | 6.3 | N/A | 4.4 | 6.2 | 4.9 | 4.2 | 0.0 |
| Dividend Growth(%) | N/A | 58.3 | N/A | N/A | -31.3 | 33.1 | 14.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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