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CPAZX: COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/22/2014 |
| 12-Mo. Yield | 9.74% |
| Expenses | 1.02% |
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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 | 9.6 | 11.7 | 11.2 | 3.6 | 2.4 | 22.8 | 14.9 | -2.7 | 7.0 |
| Sharpe Ratio | NA | 0.97 | 1.13 | 0.87 | 1.43 | 0.26 | 2.39 | 1.33 | -0.14 | 2.52 |
| Draw Down(%) | NA | 7.3 | 10.0 | 18.2 | 2.7 | 7.3 | 6.7 | 10.0 | 18.2 | 3.9 |
| Standard Deviation(%) | NA | 9.9 | 10.3 | 12.9 | 11.3 | 9.5 | 9.5 | 11.2 | 19.1 | 11.6 |
| Treynor Ratio | NA | 0.07 | 0.08 | 0.08 | 0.12 | 0.02 | 0.17 | 0.1 | -0.02 | 0.2 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | 0.02 | -0.03 | -0.01 | -0.01 | -0.03 | -0.03 |
| Beta | NA | 1.37 | 1.4 | 1.38 | 1.33 | 1.41 | 1.35 | 1.5 | 1.34 | 1.47 |
| RSquared | NA | 0.91 | 0.94 | 0.92 | 0.93 | 0.91 | 0.95 | 0.95 | 0.91 | 0.84 |
| Yield(%) | N/A | 9.7 | 5.5 | N/A | 0.0 | 9.9 | 2.4 | 2.0 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | 380.3 | N/A | N/A | -100.0 | 380.3 | 34.5 | 14.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
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