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AXEAX: COLUMBIA EUROPEAN EQUITY FUND COLUMBIA EUROPEAN EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/09/2000 |
Last Dividend Date: | 12/18/2019 |
12-Mo. Yield | 2.25% |
Expenses | 1.35% |
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Performance Analytics (As of 07/10/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/09/2000 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | -1.7 | 1.2 | 0.8 | 5.9 | 5.7 | 3.1 | -8.6 | 28.5 | -18.4 | 25.6 | -6.7 | 1.5 | -8.5 | 29.3 | 20.7 | -12.2 | 18.3 | 33.8 | -40.6 | 16.7 | 32.8 | 9.4 | 13.9 | 27.6 | -19.0 | -26.9 | -6.8 |
Sharpe Ratio | NA | -0.08 | 0.01 | 0.0 | 0.27 | NA | 0.09 | -0.38 | 2.02 | -1.25 | 2.66 | -0.33 | 0.09 | -0.61 | 2.12 | 1.08 | -0.41 | 0.72 | 1.13 | -1.0 | 0.66 | 1.82 | 0.66 | 0.9 | 1.52 | -0.75 | -1.36 | -1.13 |
Draw Down(%) | NA | 35.8 | 36.8 | 36.8 | 36.8 | NA | 55.2 | 35.8 | 10.5 | 26.5 | 2.6 | 14.8 | 13.4 | 17.1 | 7.3 | 17.2 | 27.8 | 19.6 | 22.6 | 52.1 | 15.7 | 15.6 | 7.7 | 12.6 | 19.2 | 29.6 | 38.7 | 16.3 |
Standard Deviation(%) | NA | 32.2 | 21.7 | 20.2 | 20.2 | NA | 22.2 | 42.7 | 13.4 | 15.8 | 9.4 | 20.6 | 16.9 | 14.0 | 13.8 | 19.4 | 29.9 | 25.3 | 29.9 | 41.4 | 20.8 | 16.3 | 11.0 | 14.5 | 17.7 | 26.9 | 21.8 | 18.2 |
Treynor Ratio | NA | -0.02 | 0.0 | 0.0 | 0.06 | NA | 0.02 | -0.16 | 0.24 | -0.19 | 0.25 | -0.07 | 0.02 | -0.08 | 0.31 | 0.22 | -0.13 | 0.19 | 0.38 | -0.46 | 0.13 | 0.28 | 0.08 | 0.14 | 0.28 | -0.23 | -0.37 | -0.22 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.05 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | -0.03 | -0.01 | -0.05 | -0.04 |
Beta | NA | 1.01 | 1.02 | 1.0 | 0.97 | NA | 0.94 | 0.99 | 1.12 | 1.06 | 1.01 | 0.98 | 0.92 | 1.02 | 0.95 | 0.96 | 0.93 | 0.96 | 0.88 | 0.91 | 1.06 | 1.06 | 0.86 | 0.91 | 0.98 | 0.88 | 0.8 | 0.95 |
RSquared | NA | 0.98 | 0.95 | 0.94 | 0.94 | NA | 0.91 | 0.98 | 0.93 | 0.9 | 0.89 | 0.95 | 0.86 | 0.89 | 0.89 | 0.94 | 0.97 | 0.92 | 0.95 | 0.97 | 0.93 | 0.86 | 0.68 | 0.7 | 0.95 | 0.8 | 0.69 | 0.83 |
Yield(%) | N/A | 2.2 | 2.0 | 2.3 | 3.4 | 3.3 | N/A | 0.0 | 2.6 | 2.0 | 2.0 | 1.9 | 4.2 | 4.5 | 5.4 | 2.2 | 0.2 | 0.6 | 2.1 | 0.9 | 0.9 | 1.6 | 1.8 | 0.8 | 1.4 | 0.6 | 0.0 | 0.6 |
Dividend Growth(%) | N/A | 0.0 | -43.2 | -2.4 | N/A | N/A | N/A | -100.0 | 0.0 | 25.0 | 0.0 | -57.1 | -17.6 | 0.0 | 183.3 | 1100.0 | -66.7 | -62.5 | 33.3 | 20.0 | -28.6 | 0.0 | 133.3 | -25.0 | 100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/09/2000
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