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RSFNX: Columbia Retirement Plus 2015 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/23/2007 |
Last Dividend Date: | 05/16/2012 |
12-Mo. Yield | 1.36% |
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 04/23/2007 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 10.9 | 8.9 | 0.5 | 0.2 | 7.6 | 1.0 | 11.7 | 20.5 | -31.0 | 0.3 |
Sharpe Ratio | NA | 1.06 | 0.72 | 0.01 | -0.02 | 1.72 | 0.07 | 0.81 | 1.12 | -1.18 | -0.15 |
Draw Down(%) | NA | 6.7 | 12.7 | 46.3 | 46.3 | 4.9 | 12.7 | 12.1 | 20.1 | 39.9 | 9.2 |
Standard Deviation(%) | NA | 10.2 | 12.3 | 17.8 | 17.4 | 6.8 | 13.0 | 14.3 | 18.1 | 26.9 | 15.3 |
Treynor Ratio | NA | 0.5 | 0.17 | 0.0 | 0.0 | 1.57 | 0.01 | 0.09 | 0.19 | -0.3 | -0.02 |
Alpha | NA | 0.05 | 0.02 | -0.01 | 0.0 | 0.05 | 0.0 | -0.02 | -0.01 | -0.03 | -0.01 |
Beta | NA | 0.22 | 0.53 | 0.84 | 0.85 | 0.07 | 0.98 | 1.3 | 1.07 | 1.07 | 1.37 |
RSquared | NA | 0.22 | 0.45 | 0.74 | 0.74 | 0.08 | 0.97 | 0.96 | 0.98 | 0.97 | 0.97 |
Yield(%) | N/A | 5.0 | 4.0 | 3.5 | N/A | 1.4 | 3.6 | 2.8 | 4.0 | 0.5 | 8.3 |
Dividend Growth(%) | N/A | 109.5 | N/A | N/A | N/A | -62.5 | 39.1 | -17.9 | 460.0 | -94.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2007
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