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RPOYX: Columbia Retirement Plus 2035 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/27/2006 |
| Last Dividend Date: | 05/16/2012 |
| 12-Mo. Yield | 3.76% |
| Expenses | - |
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Performance Analytics (As of 08/27/2012)
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(%) | -0.2 | 13.0 | 9.2 | -0.8 | 0.7 | 9.0 | -1.3 | 13.1 | 20.7 | -35.8 | 6.1 | 4.1 |
| Sharpe Ratio | NA | 0.86 | 0.57 | -0.06 | -0.01 | 1.35 | -0.07 | 0.78 | 0.95 | -1.11 | 0.18 | 1.17 |
| Draw Down(%) | NA | 9.4 | 18.1 | 52.8 | 52.8 | 8.1 | 18.1 | 14.1 | 23.9 | 45.3 | 11.2 | 5.8 |
| Standard Deviation(%) | NA | 15.1 | 16.1 | 22.0 | 21.2 | 10.4 | 18.8 | 16.8 | 21.6 | 32.8 | 16.8 | 19.7 |
| Treynor Ratio | NA | 0.15 | 0.1 | -0.01 | 0.0 | 0.17 | -0.02 | 0.13 | 0.24 | -0.41 | 0.03 | 0.2 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 |
| Beta | NA | 0.84 | 0.91 | 0.9 | 0.91 | 0.82 | 0.87 | 0.99 | 0.86 | 0.89 | 1.14 | 1.15 |
| RSquared | NA | 0.98 | 0.97 | 0.98 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.16 |
| Yield(%) | N/A | 3.8 | 3.2 | 3.1 | N/A | 1.0 | 2.7 | 2.0 | 3.6 | 0.2 | 9.1 | 3.2 |
| Dividend Growth(%) | N/A | 101.3 | N/A | N/A | N/A | -63.7 | 47.7 | -36.0 | 1227.8 | -98.1 | 187.3 | 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 |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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