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RRPYX: Columbia Retirement Plus 2045 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/12/2006 |
Last Dividend Date: | 05/16/2012 |
12-Mo. Yield | 0.42% |
Expenses | - |
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Performance Analytics (As of 08/27/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/12/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 14.0 | 9.4 | -0.8 | 0.2 | 9.8 | -2.0 | 13.7 | 20.5 | -35.8 | 6.0 | 0.7 |
Sharpe Ratio | NA | 0.81 | 0.54 | -0.05 | -0.03 | 1.28 | -0.1 | 0.81 | 0.94 | -1.11 | 0.18 | 0.37 |
Draw Down(%) | NA | 10.6 | 19.7 | 52.8 | 52.8 | 9.7 | 19.7 | 13.9 | 23.9 | 45.4 | 11.1 | 5.7 |
Standard Deviation(%) | NA | 17.3 | 17.2 | 22.5 | 21.8 | 11.9 | 20.9 | 16.8 | 21.7 | 33.0 | 16.6 | 36.0 |
Treynor Ratio | NA | 0.15 | 0.1 | -0.01 | -0.01 | 0.17 | -0.02 | 0.14 | 0.24 | -0.41 | 0.03 | 0.07 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.01 | 0.02 |
Beta | NA | 0.93 | 0.96 | 0.92 | 0.92 | 0.92 | 0.95 | 0.99 | 0.86 | 0.89 | 1.14 | 1.83 |
RSquared | NA | 0.99 | 0.98 | 0.98 | 0.96 | 0.97 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.1 |
Yield(%) | N/A | 2.8 | 2.9 | 3.0 | N/A | 0.5 | 2.2 | 2.2 | 3.5 | 0.8 | 9.1 | 3.0 |
Dividend Growth(%) | N/A | 64.3 | N/A | N/A | N/A | -78.9 | 11.8 | -26.1 | 187.5 | -91.7 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2006
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