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NGCCX: COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | China Region |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/18/1997 |
| Last Dividend Date: | 12/15/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.49% |
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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 | Since 12/18/1997 |
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(%) | -0.8 | -22.0 | -27.1 | -9.6 | -0.4 | 2.8 | 4.9 | 5.6 | -5.5 | -19.5 | -29.1 | -26.0 | 44.6 | 31.6 | -20.8 | 59.5 | -7.1 | -1.4 | 4.7 | 12.0 | 20.2 | -24.0 | 13.7 | 57.0 | -50.4 | 57.9 | 68.2 | 8.2 | 13.5 | 53.8 | -13.2 | -11.2 | -1.8 | 66.4 | -19.1 | -0.9 |
| Sharpe Ratio | NA | -1.09 | -0.92 | -0.37 | -0.06 | NA | NA | 0.15 | -0.93 | -0.95 | -0.72 | -0.93 | 1.5 | 1.54 | -0.85 | 4.26 | -0.39 | -0.06 | 0.29 | 0.71 | 1.04 | -0.85 | 0.62 | 1.63 | -0.83 | 1.66 | 3.68 | 0.49 | 0.6 | 2.93 | -0.72 | -0.59 | -0.21 | 2.74 | -0.51 | -1.56 |
| Draw Down(%) | NA | 27.1 | 64.8 | 68.6 | 68.6 | NA | NA | 72.7 | 11.4 | 33.5 | 50.0 | 40.3 | 20.1 | 13.3 | 34.4 | 8.8 | 18.8 | 29.8 | 10.9 | 16.8 | 15.5 | 38.0 | 16.6 | 24.5 | 66.8 | 23.0 | 17.9 | 10.1 | 22.8 | 14.1 | 29.2 | 33.8 | 24.3 | 19.0 | 55.5 | 3.9 |
| Standard Deviation(%) | NA | 23.7 | 32.1 | 29.9 | 25.6 | NA | NA | 27.7 | 22.4 | 25.3 | 42.4 | 27.8 | 29.4 | 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 | 17.7 | 12.4 | 20.9 | 18.1 | 19.9 | 23.4 | 27.4 | 23.1 | 43.6 | 18.9 |
| Treynor Ratio | NA | 0.0 | 0.0 | -3.28 | -0.35 | NA | NA | 1.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.87 | -5.58 | 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 | -0.03 | 0.01 | NA | NA | 0.03 | NA | NA | NA | NA | NA | 0.11 | -0.09 | 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 | 0.03 | 0.04 | NA | NA | 0.04 | 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 | 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 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.7 | 4.3 | 6.4 | 8.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 6.5 | 2.2 | 5.0 | 2.2 | 0.0 | 4.9 | 20.8 | 24.2 | 0.5 | 4.5 | 2.7 | 0.0 | 0.8 | 0.2 | 0.0 | 1.2 | 0.3 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -71.7 | 1.9 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 293.5 | -68.7 | 269.9 | N/A | -100.0 | -80.3 | -27.2 | 6284.9 | -92.8 | 88.2 | N/A | -100.0 | 469.1 | 1075.0 | -97.1 | 385.7 | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1997
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See China Region Asset Class Trend Rankings |
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