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URVEX: Columbia Mid Cap Core R (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/13/2007 |
| Last Dividend Date: | 12/08/2010 |
| 12-Mo. Yield | 6.68% |
| Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 02/13/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.5 | -4.4 | -5.4 | -3.0 | 25.8 | 31.3 | -50.2 | -0.3 |
| Sharpe Ratio | NA | 0.56 | -0.14 | -0.2 | -0.65 | 1.16 | 1.01 | -1.12 | -0.18 |
| Draw Down(%) | NA | 16.6 | 61.9 | 65.9 | 10.7 | 16.6 | 25.8 | 60.1 | 14.2 |
| Standard Deviation(%) | NA | 22.4 | 33.7 | 31.0 | 17.7 | 22.2 | 30.8 | 45.7 | 19.6 |
| Treynor Ratio | NA | 0.12 | -0.05 | -0.06 | -0.15 | 0.25 | 0.33 | -0.51 | -0.03 |
| Alpha | NA | -0.04 | -0.04 | -0.03 | -0.16 | 0.0 | -0.02 | -0.06 | 0.0 |
| Beta | NA | 1.0 | 0.98 | 0.99 | 0.79 | 1.02 | 0.94 | 1.0 | 1.08 |
| RSquared | NA | 0.91 | 0.96 | 0.95 | 0.47 | 0.99 | 0.99 | 0.96 | 0.92 |
| Yield(%) | N/A | 6.7 | 1.8 | N/A | 0.0 | 7.2 | 0.0 | 0.0 | 3.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/13/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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