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RMCRX: COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R4 (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/19/2006 |
| Last Dividend Date: | 12/10/2019 |
| 12-Mo. Yield | 4.17% |
| Expenses | 0.99% |
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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 | Since 12/19/2006 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.8 | -1.8 | 2.0 | 7.6 | 3.4 | -17.3 | 23.7 | -16.5 | 13.0 | 17.6 | -6.1 | 6.7 | 35.1 | 18.1 | -8.4 | 22.6 | 39.5 | -44.4 | 10.1 | -9.2 |
| Sharpe Ratio | NA | -0.35 | -0.12 | -0.01 | 0.35 | 0.12 | -0.57 | 1.58 | -1.07 | 1.1 | 1.03 | -0.4 | 0.48 | 2.63 | 1.25 | -0.3 | 1.03 | 1.18 | -1.03 | 0.43 | -1.77 |
| Draw Down(%) | NA | 43.0 | 43.2 | 43.2 | 43.2 | 61.6 | 43.0 | 9.1 | 25.2 | 5.9 | 14.5 | 14.9 | 12.6 | 5.2 | 11.5 | 28.1 | 18.2 | 29.9 | 56.7 | 12.7 | 9.6 |
| Standard Deviation(%) | NA | 40.3 | 26.1 | 22.6 | 20.4 | 24.1 | 54.0 | 14.1 | 16.6 | 11.2 | 16.9 | 15.5 | 14.1 | 13.3 | 14.6 | 27.8 | 21.8 | 33.4 | 43.7 | 16.5 | 56.6 |
| Treynor Ratio | NA | -0.14 | -0.03 | 0.0 | 0.07 | 0.03 | -0.3 | 0.2 | -0.17 | 0.1 | 0.16 | -0.06 | 0.06 | 0.33 | 0.18 | -0.08 | 0.23 | 0.43 | -0.46 | 0.07 | 1.94 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 | -0.01 | -0.03 | 0.01 | -0.02 | -0.03 | -0.01 | 0.01 | -0.03 | 0.0 | 0.01 | -0.06 | 0.06 | -1.33 |
| Beta | NA | 1.02 | 1.03 | 1.03 | 1.04 | 1.0 | 1.01 | 1.09 | 1.06 | 1.26 | 1.07 | 0.96 | 1.15 | 1.06 | 1.02 | 1.05 | 1.0 | 0.92 | 0.97 | 0.96 | -0.52 |
| RSquared | NA | 0.97 | 0.95 | 0.94 | 0.95 | 0.94 | 0.97 | 0.9 | 0.92 | 0.83 | 0.92 | 0.88 | 0.88 | 0.95 | 0.96 | 0.98 | 0.97 | 0.98 | 0.96 | 0.93 | 0.01 |
| Yield(%) | N/A | 4.2 | 6.8 | 5.4 | 8.4 | N/A | 0.0 | 4.9 | 7.2 | 9.7 | 0.5 | 5.5 | 15.7 | 10.6 | 0.5 | 0.0 | 0.7 | 1.8 | 5.3 | 6.2 | 0.8 |
| Dividend Growth(%) | N/A | -48.2 | -5.0 | 1.5 | N/A | N/A | -100.0 | -48.2 | -22.7 | 2031.1 | -91.5 | -67.4 | 76.2 | 2687.9 | N/A | -100.0 | -48.8 | -82.2 | -12.0 | 596.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2006
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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