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CCMZX: COLUMBIA LARGE CAP GROWTH FUND IV COLUMBIA LARGE CAP GROWTH FUND IV CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/27/2010 |
| Last Dividend Date: | 12/18/2014 |
| 12-Mo. Yield | 10.94% |
| Expenses | 1.25% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/27/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 12.1 | 15.7 | 16.6 | 3.1 | 2.7 | 35.1 | 21.9 | -4.6 | 15.9 |
| Sharpe Ratio | NA | 1.05 | 1.3 | 1.17 | 1.14 | 0.23 | 2.93 | 1.82 | -0.24 | 6.79 |
| Draw Down(%) | NA | 7.6 | 8.7 | 19.6 | 2.8 | 7.6 | 8.3 | 8.9 | 19.6 | 2.9 |
| Standard Deviation(%) | NA | 11.5 | 12.1 | 14.1 | 12.1 | 11.9 | 12.0 | 12.1 | 19.8 | 10.9 |
| Treynor Ratio | NA | 0.08 | 0.1 | 0.11 | 0.1 | 0.02 | 0.22 | 0.14 | -0.03 | 0.56 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.01 | -0.04 | 0.02 | 0.01 | -0.04 | 0.1 |
| Beta | NA | 1.48 | 1.56 | 1.48 | 1.39 | 1.62 | 1.61 | 1.58 | 1.41 | 1.32 |
| RSquared | NA | 0.79 | 0.85 | 0.88 | 0.88 | 0.77 | 0.85 | 0.91 | 0.93 | 0.77 |
| Yield(%) | N/A | 10.9 | 10.7 | N/A | 0.0 | 10.9 | 13.1 | 6.7 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -1.7 | N/A | N/A | -100.0 | -1.7 | 127.5 | 1305.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2010
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See Aggressive Allocation Asset Class Trend Rankings |
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