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CEVZX: COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 09/19/2014 |
| 12-Mo. Yield | 11.84% |
| Expenses | 0.93% |
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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(%) | -10.4 | -0.5 | 14.6 | 10.7 | -3.8 | 31.0 | 15.7 | -5.9 | 11.7 |
| Sharpe Ratio | NA | -0.04 | 1.11 | 0.62 | -0.28 | 2.67 | 1.19 | -0.23 | 3.98 |
| Draw Down(%) | NA | 11.9 | 11.9 | 24.6 | 11.9 | 5.5 | 11.7 | 24.6 | 3.7 |
| Standard Deviation(%) | NA | 14.1 | 13.1 | 17.0 | 14.2 | 11.6 | 13.2 | 25.8 | 13.1 |
| Treynor Ratio | NA | 0.0 | 0.14 | 0.1 | -0.03 | 0.3 | 0.15 | -0.06 | 0.49 |
| Alpha | NA | -0.06 | -0.02 | -0.02 | -0.06 | -0.01 | 0.0 | -0.03 | 0.02 |
| Beta | NA | 1.16 | 1.06 | 1.07 | 1.16 | 1.03 | 1.02 | 1.07 | 1.07 |
| RSquared | NA | 0.76 | 0.9 | 0.95 | 0.76 | 0.97 | 0.97 | 0.98 | 0.95 |
| Yield(%) | N/A | 11.8 | 7.1 | N/A | 8.1 | 5.9 | 1.9 | 1.4 | 0.4 |
| Dividend Growth(%) | N/A | 807.2 | N/A | N/A | 65.7 | 246.1 | 29.1 | 348.5 | 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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