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NGPAX: COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/20/1996 |
| Last Dividend Date: | 06/26/2020 |
| 12-Mo. Yield | 6.69% |
| Expenses | 0.94% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/1996 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.3 | 3.8 | 7.0 | 9.3 | 7.0 | 5.3 | 6.7 | -10.9 | 28.3 | -10.4 | 27.8 | 5.6 | -1.8 | 7.4 | 26.4 | 14.6 | -4.5 | 19.3 | 35.3 | -39.3 | 10.5 | 16.8 | 9.8 | 14.5 | 34.3 | -20.6 | -14.1 | 4.6 | 23.7 | 7.3 | 12.7 | 0.5 |
| Sharpe Ratio | NA | -0.15 | 0.17 | 0.26 | 0.53 | NA | NA | 0.28 | -0.47 | 2.3 | -0.77 | 4.16 | 0.38 | -0.13 | 0.65 | 2.47 | 1.18 | -0.19 | 1.01 | 1.23 | -1.0 | 0.46 | 1.14 | 0.72 | 1.2 | 2.15 | -0.98 | -0.89 | 0.03 | 1.28 | 0.19 | 0.72 | 3.88 |
| Draw Down(%) | NA | 32.6 | 32.6 | 32.6 | 32.6 | NA | NA | 55.1 | 32.6 | 6.8 | 20.8 | 1.8 | 12.5 | 13.7 | 8.4 | 7.0 | 10.9 | 22.5 | 15.0 | 25.2 | 50.7 | 10.6 | 11.5 | 7.2 | 9.5 | 14.0 | 31.6 | 30.0 | 12.5 | 11.4 | 29.8 | 11.8 | 0.4 |
| Standard Deviation(%) | NA | 32.2 | 21.3 | 18.6 | 17.0 | NA | NA | 19.1 | 43.3 | 11.7 | 15.2 | 6.6 | 14.1 | 14.2 | 11.4 | 10.7 | 12.5 | 24.1 | 19.0 | 28.7 | 40.1 | 16.4 | 11.9 | 10.5 | 11.3 | 15.7 | 22.2 | 18.8 | 21.5 | 16.0 | 20.6 | 12.7 | 5.4 |
| Treynor Ratio | NA | -0.05 | 0.05 | 0.06 | 0.11 | NA | NA | 0.07 | -0.23 | 0.49 | -0.17 | 0.42 | 0.06 | -0.02 | 0.09 | 0.31 | 0.18 | -0.05 | 0.2 | 0.31 | -0.38 | 0.08 | 0.16 | 0.09 | 0.19 | 0.43 | -0.33 | -0.36 | 0.01 | 0.34 | 0.05 | 0.17 | 0.51 |
| Alpha | NA | -0.12 | -0.06 | -0.03 | -0.02 | NA | NA | 0.0 | -0.25 | 0.02 | -0.05 | 0.03 | 0.02 | -0.03 | -0.01 | -0.01 | 0.0 | -0.02 | 0.03 | -0.01 | 0.0 | 0.0 | 0.05 | 0.0 | 0.03 | 0.04 | 0.02 | 0.0 | 0.05 | 0.04 | -0.05 | 0.0 | 0.1 |
| Beta | NA | 0.88 | 0.77 | 0.78 | 0.82 | NA | NA | 0.76 | 0.9 | 0.54 | 0.68 | 0.65 | 0.88 | 0.79 | 0.8 | 0.86 | 0.83 | 0.89 | 0.97 | 1.12 | 1.05 | 0.96 | 0.85 | 0.81 | 0.71 | 0.78 | 0.65 | 0.47 | 0.51 | 0.61 | 0.74 | 0.52 | 0.41 |
| RSquared | NA | 0.83 | 0.8 | 0.8 | 0.85 | NA | NA | 0.81 | 0.84 | 0.69 | 0.88 | 0.73 | 0.84 | 0.81 | 0.93 | 0.94 | 0.93 | 0.96 | 0.96 | 0.93 | 0.96 | 0.93 | 0.86 | 0.81 | 0.83 | 0.91 | 0.87 | 0.77 | 0.67 | 0.65 | 0.75 | 0.69 | 0.74 |
| Yield(%) | N/A | 6.7 | 6.4 | 6.8 | 8.3 | 6.8 | 5.2 | N/A | 3.2 | 7.6 | 7.1 | 1.8 | 2.9 | 20.6 | 5.5 | 2.7 | 2.2 | 0.9 | 0.4 | 0.3 | 16.9 | 6.5 | 5.3 | 5.4 | 0.8 | 0.3 | 0.3 | 0.3 | 20.5 | 2.9 | 0.8 | 4.0 | 1.1 |
| Dividend Growth(%) | N/A | -13.8 | -38.9 | 73.9 | 35.0 | N/A | N/A | N/A | -49.7 | -11.4 | 384.3 | -33.0 | -89.3 | 287.7 | 144.6 | 40.2 | 141.2 | 126.7 | 80.0 | -99.0 | 166.2 | 35.2 | 4.3 | 669.0 | 234.6 | -7.1 | -31.7 | -98.6 | 759.7 | 261.7 | -76.9 | 260.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/1996
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
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- FXBY (Foxby Corp) (63%)
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