It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
CVQZX: COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/18/2014 |
| 12-Mo. Yield | 6.55% |
| Expenses | 0.87% |
| Sign up to get fund ranking change alerts | |
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(%) | -0.9 | 13.6 | 17.4 | 10.7 | 0.3 | 10.7 | 33.6 | 16.6 | -4.3 | -8.6 |
| Sharpe Ratio | NA | 1.09 | 1.37 | 0.58 | 0.09 | 0.97 | 2.81 | 1.25 | -0.17 | -0.79 |
| Draw Down(%) | NA | 8.7 | 12.0 | 30.8 | 4.0 | 8.7 | 5.5 | 12.0 | 24.0 | 16.3 |
| Standard Deviation(%) | NA | 12.4 | 12.7 | 18.5 | 14.6 | 11.5 | 12.0 | 13.4 | 25.8 | 36.7 |
| Treynor Ratio | NA | 0.13 | 0.17 | 0.1 | 0.01 | 0.1 | 0.32 | 0.16 | -0.04 | -0.32 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | -0.24 |
| Beta | NA | 1.02 | 1.04 | 1.02 | 0.98 | 1.07 | 1.06 | 1.04 | 1.02 | 0.89 |
| RSquared | NA | 0.95 | 0.96 | 0.75 | 0.97 | 0.95 | 0.97 | 0.97 | 0.89 | 0.1 |
| Yield(%) | N/A | 6.6 | 7.6 | N/A | 0.0 | 6.8 | 8.4 | 6.6 | 10.0 | 0.0 |
| Dividend Growth(%) | N/A | -1.8 | N/A | N/A | -100.0 | -1.8 | 41.3 | -43.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (HENNESSY CORNERSTONE VALUE FUND INVESTOR CLASS) (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (Invesco Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value ETF) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) (98%)
- IWD (iShares Russell 1000 Value ETF) (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) (95%)
- DHS (WisdomTree U.S. High Dividend Fund) (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) (96%)
- GDV (Gabelli Dividend & Income Closed Fund) (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) (96%)
- TY (Tri Continental Closed Fund) (96%)
Latest Articles Related to CVQZX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
