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RSRIX: Columbia Emerging Markets Opp I (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/29/2006 |
| Last Dividend Date: | 12/20/2012 |
| 12-Mo. Yield | 0.69% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/12/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/29/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -38.3 | -14.5 | -12.5 | -3.4 | -48.0 | 20.3 | -21.2 | 20.3 | 76.2 | -54.7 | 37.9 | 21.1 |
| Sharpe Ratio | NA | -0.62 | -0.36 | -0.31 | -0.11 | -0.85 | 1.33 | -0.82 | 0.88 | 2.33 | -1.12 | 1.32 | 5.53 |
| Draw Down(%) | NA | 49.1 | 52.8 | 61.3 | 66.5 | 49.1 | 15.3 | 31.0 | 17.6 | 22.5 | 64.1 | 20.2 | 5.0 |
| Standard Deviation(%) | NA | 61.9 | 40.1 | 41.0 | 37.4 | 90.5 | 15.4 | 26.0 | 23.0 | 32.7 | 49.4 | 26.5 | 13.2 |
| Treynor Ratio | NA | -0.4 | -0.15 | -0.13 | -0.04 | -0.8 | 0.22 | -0.22 | 0.19 | 0.76 | -0.57 | 0.33 | 0.68 |
| Alpha | NA | -0.15 | -0.05 | -0.04 | -0.02 | -0.35 | 0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.02 |
| Beta | NA | 0.96 | 0.99 | 0.98 | 1.0 | 0.96 | 0.93 | 0.99 | 1.07 | 1.0 | 0.97 | 1.08 | 1.07 |
| RSquared | NA | 0.08 | 0.35 | 0.68 | 0.72 | 0.03 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.96 | 0.89 |
| Yield(%) | N/A | 0.7 | 3.8 | 2.1 | N/A | 0.0 | 0.7 | 6.1 | 3.2 | 1.6 | 0.0 | 28.2 | 24.6 |
| Dividend Growth(%) | N/A | -91.7 | -68.8 | N/A | N/A | -100.0 | -91.7 | 118.0 | 256.8 | N/A | -100.0 | 10.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) (93%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
- BKF (iShares MSCI BIC ETF) (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) (35%)
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