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RSNFX: Columbia Retirement Plus 2020 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/23/2007 |
Last Dividend Date: | 05/16/2012 |
12-Mo. Yield | 0.90% |
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 | 11.6 | 9.1 | -0.3 | -0.6 | 8.2 | 0.1 | 12.4 | 20.8 | -34.2 | 0.2 |
Sharpe Ratio | NA | 0.98 | 0.66 | -0.04 | -0.06 | 1.59 | 0.0 | 0.8 | 1.02 | -1.14 | -0.15 |
Draw Down(%) | NA | 7.5 | 14.5 | 50.6 | 50.6 | 5.9 | 14.5 | 13.0 | 22.7 | 43.6 | 10.5 |
Standard Deviation(%) | NA | 11.7 | 13.6 | 20.0 | 19.7 | 8.0 | 14.9 | 15.4 | 20.4 | 30.7 | 17.5 |
Treynor Ratio | NA | 0.13 | 0.09 | -0.01 | -0.01 | 0.15 | 0.0 | 0.1 | 0.2 | -0.32 | -0.02 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 |
Beta | NA | 0.91 | 1.06 | 1.08 | 1.09 | 0.87 | 0.96 | 1.23 | 1.06 | 1.08 | 1.41 |
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 | 3.8 | 3.3 | 3.4 | N/A | 1.0 | 2.8 | 2.3 | 3.6 | 1.1 | 9.0 |
Dividend Growth(%) | N/A | 77.8 | N/A | N/A | N/A | -66.7 | 33.3 | -25.0 | 118.2 | -89.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2007
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