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CSIIX: COLUMBIA SMALL CAP INDEX FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/16/2011 |
| Last Dividend Date: | 12/07/2016 |
| 12-Mo. Yield | 8.72% |
| Expenses | 1.23% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/16/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.4 | 13.6 | -6.6 | 26.3 | -2.1 | 5.5 | 41.0 | 16.3 | -0.9 |
| Sharpe Ratio | NA | 1.08 | 0.38 | 0.76 | 0.8 | -1.4 | 1.47 | -0.14 | 0.36 | 2.87 | 0.99 | -0.2 |
| Draw Down(%) | NA | 9.4 | 20.2 | 20.2 | 20.2 | 9.4 | 12.4 | 13.4 | 11.8 | 5.0 | 11.8 | 8.2 |
| Standard Deviation(%) | NA | 17.0 | 16.7 | 16.2 | 16.8 | 19.1 | 17.6 | 15.9 | 15.3 | 14.3 | 16.5 | 37.1 |
| Treynor Ratio | NA | 0.17 | 0.06 | 0.12 | 0.13 | -0.22 | 0.25 | -0.02 | 0.05 | 0.4 | 0.16 | -0.07 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | -0.15 | 0.03 | 0.01 | -0.01 | 0.01 | -0.01 | -0.07 |
| Beta | NA | 1.11 | 1.03 | 1.03 | 1.03 | 1.2 | 1.02 | 1.01 | 1.04 | 1.02 | 1.01 | 1.09 |
| RSquared | NA | 0.84 | 0.9 | 0.93 | 0.93 | 0.6 | 0.95 | 0.95 | 0.94 | 0.96 | 0.98 | 0.92 |
| Yield(%) | N/A | 8.7 | 8.3 | 9.2 | N/A | 0.0 | 8.9 | 10.1 | 8.3 | 7.7 | 7.1 | 0.0 |
| Dividend Growth(%) | N/A | -23.6 | N/A | N/A | N/A | -100.0 | -23.6 | 18.9 | 37.6 | 17.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2011
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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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