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RPTYX: Columbia Retirement Plus 2030 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/27/2006 |
Last Dividend Date: | 06/04/2012 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/27/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.3 | 10.8 | -2.8 | -0.2 | 3.2 | -0.9 | 13.1 | 20.5 | -35.7 | 6.1 | 4.2 |
Sharpe Ratio | NA | -0.13 | 0.68 | -0.15 | -0.05 | 0.86 | -0.05 | 0.77 | 0.95 | -1.11 | 0.19 | 1.2 |
Draw Down(%) | NA | 16.6 | 17.2 | 52.7 | 52.7 | 7.6 | 17.2 | 14.1 | 23.8 | 45.3 | 11.2 | 5.7 |
Standard Deviation(%) | NA | 17.2 | 15.9 | 22.2 | 21.3 | 8.9 | 17.8 | 16.9 | 21.6 | 32.9 | 16.7 | 19.7 |
Treynor Ratio | NA | -0.03 | 0.11 | -0.04 | -0.01 | 0.1 | -0.01 | 0.12 | 0.22 | -0.39 | 0.03 | 0.19 |
Alpha | NA | -0.01 | -0.01 | -0.03 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 |
Beta | NA | 0.88 | 0.96 | 0.96 | 0.96 | 0.75 | 0.9 | 1.09 | 0.92 | 0.94 | 1.19 | 1.21 |
RSquared | NA | 0.97 | 0.96 | 0.97 | 0.95 | 0.8 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.17 |
Yield(%) | N/A | 2.7 | 3.2 | 2.7 | N/A | 0.0 | 2.8 | 1.9 | 3.7 | 0.2 | 8.6 | 3.3 |
Dividend Growth(%) | N/A | 60.0 | N/A | N/A | N/A | -100.0 | 60.0 | -40.0 | 1150.0 | -97.8 | 167.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2006
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