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RSMEX: Columbia Retirement Plus 2025 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/23/2007 |
Last Dividend Date: | 05/16/2012 |
12-Mo. Yield | 1.41% |
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(%) | -0.1 | 11.9 | 9.2 | -0.8 | -1.1 | 8.1 | -0.3 | 13.0 | 20.5 | -35.7 | -0.1 |
Sharpe Ratio | NA | 0.91 | 0.61 | -0.06 | -0.08 | 1.43 | -0.02 | 0.77 | 0.94 | -1.11 | -0.16 |
Draw Down(%) | NA | 8.2 | 16.2 | 52.6 | 52.6 | 6.4 | 16.2 | 14.2 | 23.8 | 45.3 | 11.2 |
Standard Deviation(%) | NA | 13.0 | 15.0 | 21.6 | 21.2 | 8.8 | 16.4 | 16.8 | 21.7 | 32.8 | 18.7 |
Treynor Ratio | NA | 0.13 | 0.09 | -0.01 | -0.02 | 0.15 | 0.0 | 0.11 | 0.2 | -0.35 | -0.02 |
Alpha | NA | -0.01 | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 |
Beta | NA | 0.89 | 1.04 | 1.05 | 1.05 | 0.85 | 0.94 | 1.21 | 1.01 | 1.04 | 1.34 |
RSquared | NA | 0.97 | 0.96 | 0.97 | 0.97 | 0.92 | 0.99 | 0.98 | 0.99 | 0.98 | 0.98 |
Yield(%) | N/A | 4.4 | 3.4 | 3.1 | N/A | 1.4 | 2.9 | 2.2 | 3.3 | 0.0 | 8.3 |
Dividend Growth(%) | N/A | 117.6 | N/A | N/A | N/A | -52.0 | 47.1 | -22.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2007
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