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SSCEX: COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS T (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/26/1993 |
| Last Dividend Date: | 12/05/2019 |
| 12-Mo. Yield | 0.85% |
| Expenses | 1.33% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/26/1993 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -14.6 | -21.3 | -24.6 | -10.7 | 7.1 | 8.6 | 7.5 | -20.0 | 19.5 | -41.1 | -14.8 | -24.6 | -38.1 | -8.9 | 24.5 | 9.0 | -6.9 | 27.9 | 33.5 | -41.0 | -19.7 | 3.6 | -1.8 | 9.7 | 35.1 | -13.1 | 8.2 | 1.5 | -0.8 | -14.4 | 11.2 | 9.3 | 22.7 | -5.2 | 8.3 |
| Sharpe Ratio | NA | -0.86 | -1.19 | -1.24 | -0.99 | NA | NA | -0.8 | -0.96 | -0.23 | -1.65 | -1.33 | -1.31 | -1.29 | -1.55 | 0.36 | -0.57 | -0.77 | 0.4 | 0.43 | -1.47 | -1.54 | -1.03 | -1.49 | -0.67 | 1.08 | -1.67 | -0.77 | -3.3 | 1.7 | 1.13 | -1.75 | 0.67 | -4.15 | -0.21 | 1.2 |
| Draw Down(%) | NA | 45.1 | 68.9 | 84.7 | 86.7 | NA | NA | 87.0 | 45.1 | 13.1 | 49.0 | 21.9 | 35.1 | 41.4 | 17.5 | 11.6 | 14.0 | 27.6 | 18.4 | 33.0 | 48.8 | 30.5 | 12.0 | 10.1 | 10.7 | 12.3 | 28.9 | 15.2 | 16.8 | 15.3 | 31.3 | 23.3 | 13.7 | 8.2 | 12.6 | 8.0 |
| Standard Deviation(%) | NA | 43.3 | 36.7 | 39.9 | 32.1 | NA | NA | 25.6 | 58.0 | 16.6 | 38.1 | 25.8 | 44.8 | 44.0 | 17.6 | 16.7 | 17.1 | 33.0 | 23.4 | 34.8 | 41.1 | 27.2 | 18.2 | 15.4 | 14.7 | 14.6 | 19.7 | 17.2 | 20.3 | 14.2 | 16.7 | 20.2 | 16.9 | 9.5 | 16.5 | 8.2 |
| Treynor Ratio | NA | -0.35 | -0.4 | -0.46 | -0.3 | NA | NA | -0.24 | -0.52 | -0.03 | -0.6 | -0.27 | -0.68 | -0.48 | -0.27 | 0.06 | -0.1 | -0.25 | 0.1 | 0.15 | -0.69 | -0.46 | -0.2 | -0.25 | -0.12 | 0.2 | -0.45 | -0.23 | -1.58 | 0.57 | 0.34 | -0.54 | 0.1 | -0.65 | -0.05 | 0.21 |
| Alpha | NA | -0.02 | -0.1 | -0.09 | -0.05 | NA | NA | -0.08 | -0.06 | -0.02 | -0.14 | 0.19 | -0.29 | 0.16 | -0.06 | -0.03 | -0.03 | -0.01 | -0.02 | -0.01 | -0.06 | -0.09 | -0.04 | -0.11 | -0.04 | -0.01 | -0.08 | -0.01 | -0.28 | 0.02 | 0.02 | -0.06 | 0.0 | -0.05 | -0.01 | 0.0 |
| Beta | NA | 1.07 | 1.08 | 1.07 | 1.05 | NA | NA | 0.87 | 1.07 | 1.09 | 1.05 | 1.28 | 0.86 | 1.18 | 1.02 | 1.01 | 1.0 | 1.03 | 0.97 | 0.96 | 0.87 | 0.91 | 0.93 | 0.9 | 0.83 | 0.8 | 0.74 | 0.58 | 0.43 | 0.43 | 0.56 | 0.66 | 1.1 | 0.6 | 0.7 | 0.47 |
| RSquared | NA | 0.96 | 0.64 | 0.44 | 0.56 | NA | NA | 0.6 | 0.97 | 0.93 | 0.28 | 0.3 | 0.14 | 0.24 | 0.7 | 0.69 | 0.91 | 0.97 | 0.97 | 0.97 | 0.9 | 0.42 | 0.63 | 0.74 | 0.81 | 0.92 | 0.88 | 0.64 | 0.41 | 0.26 | 0.54 | 0.25 | 0.76 | 0.29 | 0.19 | 0.36 |
| Yield(%) | N/A | 0.8 | 14.5 | 20.2 | 18.5 | 10.7 | 12.6 | N/A | 0.0 | 0.9 | 25.3 | 20.8 | 81.4 | 32.0 | 8.3 | 10.5 | 3.8 | 3.7 | 0.0 | 0.0 | 7.7 | 19.5 | 12.1 | 8.0 | 6.3 | 3.3 | 0.0 | 10.2 | 14.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -97.8 | -77.6 | 306.7 | 67.8 | N/A | N/A | N/A | -100.0 | -97.8 | 4.0 | -80.2 | 55.4 | 251.4 | -5.0 | 204.9 | -3.5 | N/A | N/A | -100.0 | -68.7 | 65.6 | 52.7 | 36.4 | 152.9 | N/A | -100.0 | -29.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/1993
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See SMALL BLEND Asset Class Trend Rankings |
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