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UMVEX: Columbia Mid Cap Core Z (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/02/2001 |
| Last Dividend Date: | 12/08/2010 |
| 12-Mo. Yield | 6.88% |
| Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2001 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 13.2 | -3.5 | -1.9 | 4.9 | 3.6 | -2.9 | 26.4 | 33.2 | -49.8 | 1.8 | 19.5 | 4.6 | 15.4 | 44.6 | -15.9 | -2.6 |
| Sharpe Ratio | NA | 0.58 | -0.11 | -0.11 | 0.14 | 0.09 | -0.63 | 1.18 | 1.07 | -1.11 | -0.07 | 1.15 | 0.19 | 1.12 | 2.56 | -0.69 | -0.24 |
| Draw Down(%) | NA | 16.6 | 61.6 | 65.5 | 65.5 | 65.5 | 10.6 | 16.6 | 25.7 | 59.8 | 14.1 | 13.5 | 11.6 | 9.7 | 13.5 | 35.0 | 23.0 |
| Standard Deviation(%) | NA | 22.5 | 34.1 | 29.5 | 24.6 | 24.1 | 17.3 | 22.3 | 30.8 | 45.7 | 18.7 | 14.1 | 12.8 | 13.0 | 17.1 | 24.7 | 21.7 |
| Treynor Ratio | NA | 0.13 | -0.04 | -0.03 | 0.04 | 0.02 | -0.14 | 0.26 | 0.35 | -0.5 | -0.01 | 0.15 | 0.02 | 0.15 | 0.43 | -0.18 | -0.06 |
| Alpha | NA | -0.06 | -0.08 | -0.07 | -0.06 | -0.02 | -0.15 | 0.0 | -0.01 | -0.06 | -0.02 | 0.02 | -0.03 | -0.01 | 0.03 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 0.99 | 1.01 | 0.99 | 0.97 | 0.79 | 1.03 | 0.94 | 1.0 | 1.08 | 1.08 | 1.0 | 0.98 | 1.01 | 0.92 | 0.8 |
| RSquared | NA | 0.9 | 0.96 | 0.95 | 0.91 | 0.92 | 0.48 | 0.99 | 0.99 | 0.96 | 0.92 | 0.92 | 0.9 | 0.9 | 0.91 | 0.88 | 0.68 |
| Yield(%) | N/A | 6.9 | 2.2 | 2.1 | 2.1 | N/A | 0.0 | 7.4 | 1.3 | 0.4 | 3.8 | 0.0 | 0.2 | 1.7 | 0.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 1019.1 | 47.4 | 563.4 | N/A | N/A | -100.0 | 662.3 | 70.4 | -90.2 | 11685.7 | -76.7 | -88.4 | 789.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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