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RPFYX: Columbia Retirement Plus 2040 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/27/2006 |
| Last Dividend Date: | 06/04/2012 |
| 12-Mo. Yield | 1.87% |
| Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/27/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.0 | 11.0 | -2.8 | -0.1 | 4.2 | -1.6 | 13.2 | 20.7 | -35.6 | 6.0 | 4.1 |
| Sharpe Ratio | NA | -0.11 | 0.65 | -0.15 | -0.04 | 1.03 | -0.08 | 0.78 | 0.96 | -1.11 | 0.18 | 1.18 |
| Draw Down(%) | NA | 18.5 | 18.7 | 52.6 | 52.6 | 8.1 | 18.7 | 14.1 | 23.8 | 45.2 | 11.2 | 5.7 |
| Standard Deviation(%) | NA | 19.4 | 16.7 | 22.3 | 21.6 | 9.8 | 19.9 | 16.8 | 21.4 | 32.7 | 16.7 | 19.8 |
| Treynor Ratio | NA | -0.02 | 0.12 | -0.04 | -0.01 | 0.14 | -0.02 | 0.13 | 0.24 | -0.41 | 0.03 | 0.19 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.03 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 |
| Beta | NA | 0.88 | 0.91 | 0.9 | 0.91 | 0.74 | 0.9 | 1.0 | 0.85 | 0.88 | 1.14 | 1.2 |
| RSquared | NA | 0.97 | 0.97 | 0.97 | 0.95 | 0.84 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.18 |
| Yield(%) | N/A | 1.9 | 2.7 | 3.1 | N/A | 0.0 | 1.9 | 1.9 | 3.4 | 1.6 | 10.4 | 3.3 |
| Dividend Growth(%) | N/A | 10.4 | N/A | N/A | N/A | -100.0 | 10.4 | -34.5 | 41.0 | -85.7 | 215.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2006
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View Historical Data in an advanced chart |
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See Target Date 2036-2040 Asset Class Trend Rankings |
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