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CGEZX: COLUMBIA SELECT GLOBAL EQUITY FUND COLUMBIA SELECT GLOBAL EQUITY FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 12/18/2014 |
| 12-Mo. Yield | 0.50% |
| Expenses | 1.11% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 5.7 | 10.2 | 9.7 | 2.8 | 1.1 | 27.6 | 16.0 | -9.3 | 8.6 |
| Sharpe Ratio | NA | 0.47 | 0.78 | 0.56 | 0.87 | 0.09 | 2.33 | 1.1 | -0.35 | 2.38 |
| Draw Down(%) | NA | 11.3 | 14.2 | 25.6 | 3.3 | 11.3 | 8.3 | 14.3 | 25.6 | 6.5 |
| Standard Deviation(%) | NA | 12.2 | 13.0 | 17.1 | 13.9 | 12.1 | 11.8 | 14.7 | 26.3 | 15.5 |
| Treynor Ratio | NA | 0.06 | 0.11 | 0.1 | 0.14 | 0.01 | 0.31 | 0.19 | -0.09 | 0.41 |
| Alpha | NA | 0.02 | 0.02 | 0.02 | -0.03 | 0.02 | 0.05 | 0.0 | 0.02 | 0.04 |
| Beta | NA | 0.92 | 0.9 | 0.94 | 0.86 | 0.96 | 0.9 | 0.87 | 0.99 | 0.89 |
| RSquared | NA | 0.74 | 0.84 | 0.91 | 0.75 | 0.77 | 0.86 | 0.9 | 0.96 | 0.93 |
| Yield(%) | N/A | 0.5 | 0.9 | N/A | 0.0 | 0.5 | 0.7 | 1.7 | 0.5 | 0.4 |
| Dividend Growth(%) | N/A | -12.7 | N/A | N/A | -100.0 | -12.7 | -52.2 | 202.6 | 26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
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