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EVRAX: COLUMBIA VALUE AND RESTRUCTURING FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/05/2007 |
| Last Dividend Date: | 12/10/2015 |
| 12-Mo. Yield | 13.58% |
| Expenses | 1.22% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/05/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.3 | 3.2 | -5.9 | -12.4 | -5.8 | 11.7 | -1.1 | -12.0 | 18.1 | 44.9 | -48.0 | -5.7 |
| Sharpe Ratio | NA | -0.86 | -0.35 | -0.19 | -0.18 | -0.68 | -0.59 | -0.26 | 0.53 | -0.06 | -0.41 | 0.78 | 1.2 | -0.96 | -0.91 |
| Draw Down(%) | NA | 25.7 | 37.2 | 37.2 | 63.7 | 10.5 | 18.6 | 20.1 | 18.4 | 14.8 | 29.7 | 19.5 | 30.8 | 62.2 | 12.0 |
| Standard Deviation(%) | NA | 24.0 | 25.9 | 27.0 | 29.8 | 17.7 | 20.9 | 22.5 | 22.1 | 18.9 | 29.1 | 22.9 | 37.2 | 50.8 | 26.8 |
| Treynor Ratio | NA | -0.21 | -0.09 | -0.05 | -0.04 | -0.13 | -0.12 | -0.05 | 0.11 | -0.01 | -0.1 | 0.15 | 0.34 | -0.41 | -0.19 |
| Alpha | NA | -0.09 | -0.09 | -0.09 | -0.06 | -0.04 | -0.05 | -0.08 | -0.06 | -0.06 | -0.05 | 0.0 | 0.03 | -0.03 | 0.02 |
| Beta | NA | 0.98 | 1.05 | 1.12 | 1.2 | 0.95 | 1.01 | 1.22 | 1.02 | 1.02 | 1.21 | 1.22 | 1.32 | 1.19 | 1.3 |
| RSquared | NA | 0.54 | 0.36 | 0.5 | 0.8 | 0.83 | 0.58 | 0.44 | 0.3 | 0.51 | 0.96 | 0.94 | 0.95 | 0.93 | 0.92 |
| Yield(%) | N/A | 13.6 | 17.0 | 13.2 | N/A | 0.0 | 14.8 | 18.2 | 22.6 | 14.2 | 1.0 | 1.1 | 1.6 | 0.7 | 1.4 |
| Dividend Growth(%) | N/A | -31.0 | 245.3 | N/A | N/A | -100.0 | -22.9 | -13.1 | 57.8 | 1222.7 | -2.8 | 5.4 | 13.8 | -48.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/05/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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