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CSLYX: COLUMBIA ACORN SELECT COLUMBIA ACORN SELECT CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/12/2012 |
Last Dividend Date: | 04/21/2020 |
12-Mo. Yield | 0.44% |
Expenses | 0.79% |
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Performance Analytics (As of 07/10/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/12/2012 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.7 | 6.3 | 7.4 | 7.9 | 6.0 | -3.9 | 29.0 | -12.3 | 26.8 | 12.0 | -0.4 | -2.4 | 5.0 | -0.7 |
Sharpe Ratio | NA | 0.15 | 0.25 | 0.33 | 0.26 | -0.16 | 1.71 | -0.73 | 2.68 | 0.71 | -0.03 | -0.17 | 0.2 | -0.26 |
Draw Down(%) | NA | 36.5 | 36.5 | 36.5 | 36.5 | 36.5 | 9.0 | 28.7 | 3.0 | 13.8 | 13.0 | 12.4 | 18.9 | 5.8 |
Standard Deviation(%) | NA | 37.3 | 25.2 | 22.0 | 21.0 | 49.3 | 16.1 | 18.6 | 9.8 | 16.5 | 15.7 | 13.7 | 25.3 | 19.6 |
Treynor Ratio | NA | 0.05 | 0.06 | 0.07 | 0.06 | -0.08 | 0.26 | -0.14 | 0.26 | 0.12 | 0.0 | -0.03 | 0.04 | -0.07 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.03 | -0.08 | -0.02 | -0.03 | 0.02 | 0.02 | 0.0 | -0.05 | -0.09 | -0.15 |
Beta | NA | 1.03 | 1.02 | 1.01 | 1.0 | 1.03 | 1.05 | 0.96 | 1.02 | 0.98 | 0.92 | 0.89 | 1.11 | 0.79 |
RSquared | NA | 0.92 | 0.9 | 0.89 | 0.78 | 0.93 | 0.82 | 0.89 | 0.73 | 0.88 | 0.85 | 0.79 | 0.38 | 0.25 |
Yield(%) | N/A | 9.5 | 10.7 | 12.5 | N/A | 2.5 | 10.0 | 16.0 | 11.6 | 15.0 | 31.3 | 13.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -23.6 | -64.6 | N/A | N/A | -70.3 | -54.4 | 57.0 | -23.2 | -67.4 | 90.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2012
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