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CSAZX: COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS Z (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 06/24/2014 |
| 12-Mo. Yield | 0.85% |
| Expenses | 1.01% |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 1.2 | 9.0 | 7.0 | -1.0 | 13.2 | 13.1 | 0.1 | 4.8 |
| Sharpe Ratio | NA | 0.18 | 1.18 | 0.71 | -0.17 | 1.72 | 1.62 | 0.01 | 2.35 |
| Draw Down(%) | NA | 6.7 | 7.4 | 14.0 | 6.7 | 6.9 | 7.4 | 14.0 | 3.2 |
| Standard Deviation(%) | NA | 6.4 | 7.6 | 9.7 | 6.5 | 7.6 | 8.2 | 14.5 | 8.2 |
| Treynor Ratio | NA | 0.01 | 0.1 | 0.08 | -0.01 | 0.14 | 0.14 | 0.0 | 0.23 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.79 | 0.91 | 0.91 | 0.78 | 0.95 | 0.92 | 0.93 | 0.84 |
| RSquared | NA | 0.64 | 0.82 | 0.87 | 0.64 | 0.87 | 0.9 | 0.89 | 0.9 |
| Yield(%) | N/A | 0.8 | 2.1 | N/A | 0.4 | 1.7 | 3.0 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -57.0 | N/A | N/A | -73.8 | -39.6 | 126.2 | N/A | 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 Allocation Asset Class Trend Rankings |
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