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RSSPX: Columbia Retirement Plus 2010 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/23/2007 |
| Last Dividend Date: | 06/27/2012 |
| 12-Mo. Yield | 3.01% |
| 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 04/23/2007 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 10.9 | 9.1 | 1.6 | 1.3 | 7.9 | 2.0 | 11.2 | 19.7 | -27.2 | 0.5 |
| Sharpe Ratio | NA | 1.37 | 0.88 | 0.08 | 0.05 | 2.31 | 0.19 | 0.89 | 1.29 | -1.25 | -0.16 |
| Draw Down(%) | NA | 5.2 | 10.4 | 40.9 | 40.9 | 3.8 | 10.1 | 10.4 | 17.1 | 35.3 | 8.0 |
| Standard Deviation(%) | NA | 7.9 | 10.4 | 14.9 | 14.7 | 5.3 | 10.4 | 12.5 | 15.2 | 22.4 | 13.4 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.01 | 0.01 | 0.14 | 0.02 | 0.08 | 0.19 | -0.27 | -0.01 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.03 | -0.02 |
| Beta | NA | 0.94 | 1.16 | 1.09 | 1.09 | 0.89 | 1.01 | 1.39 | 1.05 | 1.05 | 1.42 |
| RSquared | NA | 0.97 | 0.93 | 0.94 | 0.94 | 0.93 | 0.96 | 0.95 | 0.97 | 0.96 | 0.95 |
| Yield(%) | N/A | 3.0 | 3.7 | 4.0 | N/A | 1.7 | 2.9 | 3.3 | 3.8 | 1.7 | 9.6 |
| Dividend Growth(%) | N/A | -9.4 | N/A | N/A | N/A | -41.4 | -4.7 | 1.1 | 60.4 | -84.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2007
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See Target Date 2000-2010 Asset Class Trend Rankings |
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