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CDVZX: COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/10/2014 |
| 12-Mo. Yield | 8.95% |
| Expenses | 0.83% |
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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(%) | -0.9 | 9.8 | 14.5 | 13.7 | -0.1 | 11.4 | 31.0 | 15.1 | -5.0 | 11.9 |
| Sharpe Ratio | NA | 0.8 | 1.18 | 0.86 | -0.04 | 0.97 | 2.68 | 1.22 | -0.2 | 4.11 |
| Draw Down(%) | NA | 8.7 | 10.0 | 23.7 | 4.2 | 8.7 | 5.7 | 10.0 | 23.7 | 3.6 |
| Standard Deviation(%) | NA | 12.3 | 12.2 | 16.0 | 14.7 | 11.7 | 11.6 | 12.4 | 24.8 | 13.0 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.13 | -0.01 | 0.11 | 0.3 | 0.16 | -0.05 | 0.51 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.02 |
| Beta | NA | 1.03 | 1.01 | 1.02 | 1.0 | 1.05 | 1.02 | 0.97 | 1.03 | 1.06 |
| RSquared | NA | 0.96 | 0.97 | 0.97 | 0.98 | 0.96 | 0.97 | 0.97 | 0.98 | 0.95 |
| Yield(%) | N/A | 8.9 | 5.2 | N/A | 0.0 | 9.2 | 1.8 | 2.5 | 1.7 | 0.4 |
| Dividend Growth(%) | N/A | 738.9 | N/A | N/A | -100.0 | 534.5 | -17.6 | 38.2 | 394.3 | 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 |
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See LARGE VALUE Asset Class Trend Rankings |
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