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LAICX: COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/07/2001 |
| Last Dividend Date: | 06/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.23% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.2 | 0.0 | -8.5 | 0.6 | 1.4 | 6.5 | 5.8 | 5.3 | -6.5 | 18.4 | -34.3 | 11.8 | 14.0 | 28.6 | -16.8 | 31.0 | -3.3 | -2.3 | -5.3 | 21.0 | 20.3 | -15.0 | 21.3 | 49.1 | -46.5 | 15.9 | 33.1 | 20.5 | 28.0 | 46.1 | -17.1 | -18.4 |
| Sharpe Ratio | NA | -0.26 | -0.53 | -0.04 | 0.02 | NA | NA | 0.24 | -1.69 | 0.93 | -1.29 | 0.78 | 0.45 | 2.41 | -1.25 | 4.36 | -0.23 | -0.2 | -0.59 | 2.22 | 1.54 | -0.67 | 1.25 | 2.18 | -1.32 | 0.77 | 2.07 | 1.98 | 2.29 | 4.94 | -1.54 | -1.48 |
| Draw Down(%) | NA | 18.0 | 46.7 | 46.7 | 46.7 | NA | NA | 60.8 | 7.4 | 18.0 | 44.4 | 9.7 | 39.0 | 8.0 | 24.5 | 3.1 | 10.8 | 15.9 | 13.5 | 9.2 | 12.3 | 24.2 | 14.8 | 21.6 | 56.3 | 13.1 | 19.1 | 8.8 | 10.6 | 11.7 | 29.6 | 31.5 |
| Standard Deviation(%) | NA | 14.8 | 20.2 | 21.6 | 17.4 | NA | NA | 17.6 | 14.0 | 15.3 | 27.9 | 15.1 | 30.6 | 11.3 | 14.5 | 7.0 | 14.7 | 12.0 | 9.0 | 9.5 | 13.2 | 22.4 | 17.0 | 22.5 | 35.9 | 16.8 | 14.5 | 9.2 | 11.8 | 9.2 | 11.8 | 16.5 |
| Treynor Ratio | NA | -0.05 | -0.15 | -0.01 | 0.01 | NA | NA | 0.06 | -0.29 | 0.18 | -0.47 | 0.25 | 0.15 | 0.38 | -0.25 | 0.49 | -0.04 | -0.03 | -0.08 | 0.32 | 0.27 | -0.2 | 0.28 | 0.66 | -0.6 | 0.16 | 0.34 | 0.26 | 0.35 | 1.0 | -0.51 | -0.48 |
| Alpha | NA | -0.01 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.08 | 0.02 | -0.04 | 0.07 | -0.11 | 0.02 | -0.04 | 0.02 | -0.02 | -0.01 | -0.01 | 0.02 | 0.02 | -0.02 | 0.03 | 0.05 | -0.07 | 0.01 | 0.03 | 0.03 | 0.04 | 0.1 | -0.05 | -0.06 |
| Beta | NA | 0.81 | 0.7 | 0.76 | 0.75 | NA | NA | 0.73 | 0.82 | 0.78 | 0.76 | 0.47 | 0.91 | 0.71 | 0.72 | 0.62 | 0.78 | 0.68 | 0.66 | 0.65 | 0.75 | 0.77 | 0.76 | 0.74 | 0.79 | 0.82 | 0.87 | 0.7 | 0.77 | 0.46 | 0.36 | 0.51 |
| RSquared | NA | 0.79 | 0.74 | 0.78 | 0.79 | NA | NA | 0.81 | 0.79 | 0.81 | 0.83 | 0.49 | 0.87 | 0.83 | 0.84 | 0.64 | 0.86 | 0.83 | 0.84 | 0.84 | 0.93 | 0.96 | 0.94 | 0.93 | 0.94 | 0.89 | 0.82 | 0.62 | 0.72 | 0.47 | 0.44 | 0.41 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 2.2 | 15.3 | 13.9 | 12.2 | 21.8 | 7.6 | 0.7 | 4.1 | 5.6 | 6.6 | 0.7 | 2.4 | 0.8 | 0.6 | 1.4 | 8.5 | 11.7 | 4.3 | 0.2 | 0.0 | 0.0 | 3.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -86.1 | 8.3 | 32.7 | -65.7 | 256.6 | 965.1 | -84.4 | -34.4 | -4.8 | 1029.1 | -75.2 | 253.9 | 88.0 | -76.4 | -82.1 | -14.7 | 222.7 | 2947.5 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2001
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