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CDVIX: COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/16/2014 |
| 12-Mo. Yield | 8.34% |
| Expenses | 0.64% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 11.3 | 14.1 | 14.4 | -0.2 | 12.3 | 28.9 | 11.3 | 6.5 | 7.1 |
| Sharpe Ratio | NA | 1.01 | 1.28 | 1.07 | -0.05 | 1.15 | 2.8 | 1.05 | 0.32 | 2.96 |
| Draw Down(%) | NA | 7.3 | 7.6 | 15.6 | 4.0 | 7.3 | 4.9 | 7.6 | 15.6 | 3.6 |
| Standard Deviation(%) | NA | 11.3 | 11.0 | 13.5 | 13.4 | 10.6 | 10.3 | 10.8 | 20.2 | 10.1 |
| Treynor Ratio | NA | 0.12 | 0.16 | 0.17 | -0.01 | 0.13 | 0.32 | 0.14 | 0.08 | 0.37 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 |
| Beta | NA | 0.94 | 0.9 | 0.86 | 0.92 | 0.96 | 0.9 | 0.83 | 0.84 | 0.81 |
| RSquared | NA | 0.97 | 0.96 | 0.97 | 0.97 | 0.96 | 0.95 | 0.95 | 0.98 | 0.93 |
| Yield(%) | N/A | 8.3 | 5.7 | N/A | 0.0 | 8.5 | 4.2 | 2.9 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 188.7 | N/A | N/A | -100.0 | 146.5 | 55.6 | 51.1 | 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 LARGE VALUE Asset Class Trend Rankings |
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