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CPOIX: COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/05/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.90% |
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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(%) | -4.3 | -9.6 | 11.5 | 10.8 | -13.0 | 36.4 | 13.5 | -2.8 | 17.8 |
| Sharpe Ratio | NA | -0.53 | 0.68 | 0.51 | -0.76 | 2.56 | 0.81 | -0.09 | 5.62 |
| Draw Down(%) | NA | 17.0 | 17.0 | 27.5 | 17.0 | 6.3 | 14.0 | 27.5 | 3.9 |
| Standard Deviation(%) | NA | 18.2 | 16.8 | 21.3 | 17.8 | 14.2 | 16.8 | 32.2 | 15.4 |
| Treynor Ratio | NA | -0.09 | 0.11 | 0.11 | -0.13 | 0.36 | 0.14 | -0.03 | 0.86 |
| Alpha | NA | -0.08 | -0.04 | -0.02 | -0.07 | 0.0 | -0.02 | 0.0 | 0.03 |
| Beta | NA | 1.06 | 1.02 | 1.01 | 1.05 | 1.0 | 1.01 | 1.01 | 1.01 |
| RSquared | NA | 0.67 | 0.84 | 0.92 | 0.7 | 0.93 | 0.95 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | 5.4 | N/A | 0.0 | 10.3 | 4.1 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -100.0 | 175.6 | 10.8 | N/A | 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 SMALL BLEND Asset Class Trend Rankings |
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