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LNGZX: COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS Z (MUTUAL FUND)
Basic Info 42.21 1.58(3.61%) June 05
| Asset Class: | China Region |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 12/18/1997 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 2.09% |
| Expenses | 1.49% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/18/1997 |
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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | -8.5 | 1.6 | 6.0 | -11.6 | 3.2 | 2.2 | 5.5 | 7.2 | 27.3 | 12.3 | -18.7 | -28.4 | -25.2 | 39.8 | 33.0 | -20.0 | 61.0 | -6.2 | -0.4 | 5.7 | 13.2 | 21.5 | -23.2 | 14.9 | 58.6 | -50.0 | 59.5 | 69.9 | 9.3 | 14.8 | 59.5 | -13.1 | -11.4 | -0.7 | 68.1 | -19.7 | -0.9 |
| Sharpe Ratio | NA | -0.72 | 0.19 | 0.18 | -0.45 | 0.07 | NA | NA | 0.21 | 1.03 | 0.21 | -0.92 | -0.71 | -0.91 | 1.33 | 1.61 | -0.82 | 4.38 | -0.34 | -0.02 | 0.36 | 0.78 | 1.1 | -0.82 | 0.67 | 1.67 | -0.83 | 1.71 | 3.76 | 0.58 | 0.66 | 3.25 | -0.71 | -0.59 | -0.18 | 2.82 | -0.53 | -1.54 |
| Draw Down(%) | NA | 15.1 | 18.5 | 26.7 | 63.9 | 67.9 | NA | NA | 72.4 | 21.7 | 19.3 | 32.9 | 49.7 | 39.8 | 20.0 | 13.2 | 33.9 | 8.8 | 18.7 | 29.6 | 10.7 | 16.5 | 15.2 | 37.7 | 16.5 | 24.4 | 66.6 | 22.9 | 17.8 | 10.0 | 22.6 | 13.3 | 29.0 | 33.4 | 23.8 | 18.9 | 55.3 | 3.9 |
| Standard Deviation(%) | NA | 22.4 | 20.5 | 24.8 | 29.7 | 26.5 | NA | NA | 27.5 | 24.2 | 27.0 | 25.3 | 42.3 | 27.8 | 29.7 | 19.6 | 26.1 | 13.9 | 18.6 | 23.9 | 16.0 | 16.9 | 19.6 | 28.4 | 22.1 | 34.9 | 61.4 | 33.2 | 17.8 | 12.4 | 20.9 | 18.1 | 20.0 | 23.4 | 27.6 | 23.0 | 43.3 | 18.8 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.46 | NA | NA | 1.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.07 | -5.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | NA | NA | NA | NA | 0.02 | NA | NA | 0.04 | NA | NA | NA | NA | NA | NA | 0.12 | -0.08 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | NA | NA | NA | NA | 0.04 | NA | NA | 0.04 | NA | NA | NA | NA | NA | NA | 0.05 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.0 | 1.4 | 0.4 | 1.7 | 3.6 | 5.8 | N/A | 2.4 | 1.4 | 0.5 | 0.0 | 0.0 | 0.0 | 1.9 | 4.3 | 3.0 | 0.0 | 4.7 | 19.7 | 23.3 | 1.5 | 4.6 | 3.1 | 0.9 | 0.8 | 1.4 | 1.2 | 2.1 | 1.2 | 1.2 | 0.0 | 0.0 | 0.0 | 0.2 | 0.7 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 93.5 | N/A | -64.0 | -80.7 | N/A | N/A | N/A | 93.5 | 101.8 | N/A | N/A | N/A | -100.0 | -68.7 | 133.6 | N/A | -100.0 | -79.4 | -26.6 | 1810.9 | -76.7 | 64.5 | 441.9 | -42.1 | -14.8 | 95.0 | -37.0 | 95.8 | 60.1 | N/A | N/A | N/A | -100.0 | -76.7 | 28.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1997
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See China Region Asset Class Trend Rankings |
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