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
LAABX: Columbia Asset Allocation B (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/20/2002 |
| Last Dividend Date: | 12/22/2010 |
| 12-Mo. Yield | 1.36% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/06/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/20/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 19.7 | 2.6 | 3.7 | 5.7 | 5.3 | 12.2 | 21.9 | -27.8 | 6.4 | 10.3 | 4.5 | 8.5 | 18.2 | -1.6 |
| Sharpe Ratio | NA | 2.09 | 0.14 | 0.17 | 0.35 | 1.64 | 1.11 | 1.34 | -1.2 | 0.34 | 0.92 | 0.34 | 0.99 | 1.87 | -1.27 |
| Draw Down(%) | NA | 5.1 | 36.1 | 40.3 | 40.3 | 4.1 | 9.0 | 16.6 | 37.4 | 6.8 | 7.7 | 4.9 | 6.9 | 8.3 | 3.5 |
| Standard Deviation(%) | NA | 9.4 | 17.5 | 15.0 | 12.6 | 7.9 | 10.9 | 16.2 | 23.9 | 10.2 | 7.7 | 6.8 | 7.6 | 9.4 | 11.8 |
| Treynor Ratio | NA | 0.2 | 0.02 | 0.03 | 0.04 | 0.17 | 0.12 | 0.23 | -0.28 | 0.03 | 0.06 | 0.02 | 0.07 | 0.18 | -0.14 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 0.96 | 0.99 | 1.0 | 1.01 | 0.78 | 1.01 | 0.96 | 1.01 | 1.1 | 1.12 | 1.02 | 1.05 | 0.98 | 1.06 |
| RSquared | NA | 0.82 | 0.96 | 0.96 | 0.96 | 0.55 | 0.96 | 0.96 | 0.98 | 0.97 | 0.94 | 0.96 | 0.92 | 0.96 | 0.98 |
| Yield(%) | N/A | 1.4 | 1.2 | 4.5 | N/A | 0.0 | 1.5 | 1.9 | 1.2 | 10.6 | 8.4 | 8.7 | 0.9 | 1.3 | 0.1 |
| Dividend Growth(%) | N/A | -2.3 | -87.8 | N/A | N/A | -100.0 | -1.5 | 8.1 | -88.9 | 26.9 | -5.6 | 938.8 | -17.8 | 805.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2002
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 Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 06/06/2011.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)
Latest Articles Related to LAABX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
