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CSVFX: COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS Z (MUTUAL FUND)
Basic Info 26.39 1.11(4.04%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 12/01/2000 |
| Last Dividend Date: | 03/19/2026 |
| 12-Mo. Yield | 5.40% |
| Expenses | 1.23% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/01/2000 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 13.7 | 29.2 | 18.2 | 7.5 | 8.5 | 6.9 | 6.3 | 8.5 | 31.3 | 2.4 | 18.4 | -14.9 | 6.5 | 3.8 | 24.5 | -13.0 | 20.1 | 5.9 | -6.6 | 0.4 | 20.4 | 17.2 | -8.9 | 17.2 | 37.1 | -41.6 | 14.9 | 14.6 | 7.4 | 15.7 | 36.4 | -9.3 | 29.8 | 13.3 |
| Sharpe Ratio | NA | 1.69 | 1.76 | 1.04 | 0.32 | 0.42 | NA | NA | 0.39 | 1.88 | -0.1 | 1.2 | -0.79 | 0.45 | 0.12 | 2.34 | -1.12 | 3.02 | 0.4 | -0.45 | 0.04 | 1.96 | 1.4 | -0.34 | 0.82 | 1.23 | -1.02 | 0.7 | 1.1 | 0.65 | 1.51 | 2.42 | -0.52 | 1.57 | 15.91 |
| Draw Down(%) | NA | 11.7 | 11.7 | 13.3 | 32.2 | 33.5 | NA | NA | 55.4 | 13.3 | 9.4 | 9.8 | 29.1 | 10.4 | 33.5 | 6.8 | 20.9 | 3.3 | 9.3 | 15.5 | 10.0 | 7.6 | 10.7 | 27.0 | 17.2 | 24.1 | 52.0 | 10.1 | 9.6 | 6.1 | 7.1 | 14.4 | 27.3 | 17.4 | 3.9 |
| Standard Deviation(%) | NA | 19.2 | 15.1 | 14.3 | 15.9 | 16.4 | NA | NA | 18.4 | 15.2 | 12.2 | 12.5 | 20.7 | 14.3 | 30.7 | 9.8 | 12.9 | 6.5 | 14.1 | 14.7 | 9.7 | 10.4 | 12.4 | 26.4 | 21.0 | 30.1 | 41.7 | 16.9 | 10.2 | 7.9 | 9.8 | 14.8 | 19.9 | 17.7 | 26.2 |
| Treynor Ratio | NA | 0.33 | 0.27 | 0.15 | 0.05 | 0.07 | NA | NA | 0.08 | 0.28 | -0.01 | 0.15 | -0.16 | 0.07 | 0.04 | 0.26 | -0.16 | 0.25 | 0.07 | -0.07 | 0.0 | 0.25 | 0.24 | -0.09 | 0.19 | 0.39 | -0.47 | 0.14 | 0.19 | 0.09 | 0.3 | 0.5 | -0.15 | 0.43 | 3.26 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.03 | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.03 | 0.01 | 0.02 | 0.03 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.03 | 0.0 | 0.16 | 0.51 |
| Beta | NA | 0.98 | 0.99 | 1.0 | 1.0 | 0.97 | NA | NA | 0.88 | 1.03 | 0.98 | 0.99 | 1.0 | 0.96 | 1.01 | 0.89 | 0.9 | 0.77 | 0.81 | 0.89 | 0.84 | 0.8 | 0.72 | 0.95 | 0.92 | 0.96 | 0.9 | 0.84 | 0.59 | 0.55 | 0.49 | 0.71 | 0.68 | 0.64 | 1.28 |
| RSquared | NA | 0.95 | 0.93 | 0.94 | 0.92 | 0.91 | NA | NA | 0.82 | 0.94 | 0.92 | 0.94 | 0.96 | 0.74 | 0.93 | 0.88 | 0.91 | 0.72 | 0.91 | 0.85 | 0.89 | 0.9 | 0.87 | 0.9 | 0.86 | 0.85 | 0.89 | 0.86 | 0.69 | 0.52 | 0.43 | 0.5 | 0.54 | 0.47 | 0.42 |
| Yield(%) | N/A | 0.5 | 5.3 | 5.6 | 3.6 | 4.1 | 4.7 | 4.6 | N/A | 6.0 | 6.7 | 4.0 | 1.6 | 2.5 | 1.6 | 4.1 | 4.5 | 3.4 | 3.7 | 2.9 | 13.4 | 7.6 | 10.0 | 0.5 | 0.1 | 0.8 | 0.5 | 11.7 | 13.9 | 8.5 | 1.6 | 0.8 | 0.2 | 0.5 | 0.2 |
| Dividend Growth(%) | N/A | -88.7 | -12.8 | 180.1 | 34.0 | -42.0 | N/A | N/A | N/A | -13.8 | 87.3 | 110.3 | -34.4 | 58.7 | -52.5 | -25.2 | 55.6 | -2.7 | 12.6 | -81.0 | 92.7 | -19.0 | 1681.8 | 450.0 | -82.2 | 2.0 | -95.8 | -18.0 | 66.3 | 485.6 | 175.5 | 211.8 | -35.8 | 211.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2000
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