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CFRZX: COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | Bank Loan |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 02/27/2015 |
| 12-Mo. Yield | 3.32% |
| Expenses | 0.82% |
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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(%) | 0.2 | 1.6 | 4.6 | 4.6 | 1.9 | 0.4 | 5.6 | 10.7 | -0.8 | 3.2 |
| Sharpe Ratio | NA | 0.81 | 2.56 | 2.06 | 5.17 | 0.22 | 3.7 | 5.36 | -0.24 | 8.86 |
| Draw Down(%) | NA | 2.8 | 2.8 | 7.4 | 0.3 | 2.8 | 1.0 | 1.4 | 7.4 | 0.6 |
| Standard Deviation(%) | NA | 2.0 | 1.8 | 2.2 | 1.6 | 1.9 | 1.5 | 2.0 | 3.3 | 1.5 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.12 | 1.0 | 0.02 | 0.15 | 0.15 | -0.01 | 3.93 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | 0.03 | 0.0 | 0.02 | 0.03 | -0.01 | 0.05 |
| Beta | NA | 0.19 | 0.35 | 0.39 | 0.08 | 0.26 | 0.37 | 0.71 | 0.61 | 0.03 |
| RSquared | NA | 0.02 | 0.08 | 0.07 | 0.01 | 0.04 | 0.11 | 0.19 | 0.08 | 0.0 |
| Yield(%) | N/A | 3.3 | 4.0 | N/A | 0.7 | 3.3 | 4.0 | 5.0 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | -4.7 | N/A | N/A | -79.5 | -16.6 | -16.2 | 87.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
Calculate Performance
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Bank Loan Asset Class Trend Rankings |
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