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CIPZX: COLUMBIA INFLATION PROTECTED SECURITIES FUND COLUMBIA INFLATION PROTECTED SECURITIES FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 09/19/2014 |
| 12-Mo. Yield | 7.32% |
| Expenses | 0.60% |
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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(%) | -0.2 | 2.1 | 0.3 | 1.9 | 2.6 | -8.4 | 7.7 | 9.9 | -2.7 |
| Sharpe Ratio | NA | 0.42 | 0.06 | 0.32 | 0.54 | -1.48 | 1.65 | 1.51 | -1.25 |
| Draw Down(%) | NA | 4.7 | 10.4 | 10.4 | 4.7 | 10.1 | 2.2 | 3.3 | 5.8 |
| Standard Deviation(%) | NA | 4.9 | 5.1 | 5.7 | 4.9 | 5.7 | 4.7 | 6.5 | 8.1 |
| Treynor Ratio | NA | 0.02 | 0.0 | 0.02 | 0.03 | -0.09 | 0.08 | 0.12 | -0.1 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 0.91 | 0.92 | 0.91 | 0.91 | 0.91 | 0.95 | 0.85 | 1.02 |
| RSquared | NA | 0.81 | 0.85 | 0.83 | 0.8 | 0.87 | 0.85 | 0.8 | 0.89 |
| Yield(%) | N/A | 7.3 | 7.4 | N/A | 1.7 | 5.6 | 10.9 | 5.7 | 0.0 |
| Dividend Growth(%) | N/A | -33.0 | N/A | N/A | -73.5 | -50.2 | 98.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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See Inflation-Protected Bond Asset Class Trend Rankings |
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