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INUTX: COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS A (MUTUAL FUND)
Basic Info 36.81 0.15(0.41%) April 25
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (52%) |
Start Date: | 08/30/1988 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 3.79% |
Expenses | 0.81% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/29/1989 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 5.5 | 11.8 | 6.5 | 8.9 | 8.4 | 12.1 | 8.8 | 10.1 | 4.9 | -1.7 | 26.1 | 3.7 | 23.3 | -5.3 | 14.3 | 13.4 | -2.6 | 9.7 | 25.7 | 13.1 | 6.6 | 16.9 | 28.7 | -36.0 | 5.5 | 23.2 | 7.4 | 13.7 | 16.6 | -20.4 | -21.5 | 19.0 | 11.0 | 25.9 | 33.1 | 18.3 | 29.4 | -2.4 | 24.6 | 16.2 | 29.2 | 5.2 | 30.5 | 5.0 |
Sharpe Ratio | NA | 0.98 | 0.4 | 0.28 | 0.37 | 0.45 | NA | NA | 0.54 | 0.05 | -0.17 | 2.12 | 0.1 | 2.07 | -0.46 | 2.15 | 1.1 | -0.18 | 0.99 | 2.47 | 1.18 | 0.31 | 0.98 | 1.07 | -0.95 | 0.16 | 2.29 | 0.57 | 1.34 | 1.25 | -0.96 | -1.32 | 0.86 | 0.47 | 1.82 | 2.84 | 1.63 | 4.03 | -0.67 | 3.71 | 2.41 | 3.39 | -0.01 | 3.14 | 1.4 |
Draw Down(%) | NA | 5.3 | 11.4 | 16.1 | 34.8 | 34.8 | NA | NA | 55.6 | 11.4 | 16.1 | 4.8 | 34.8 | 6.0 | 15.5 | 3.8 | 7.6 | 13.8 | 7.4 | 5.8 | 8.6 | 17.2 | 14.3 | 27.8 | 46.8 | 9.3 | 6.7 | 6.4 | 7.6 | 14.0 | 33.0 | 26.2 | 9.1 | 8.6 | 8.6 | 5.9 | 6.4 | 2.8 | 8.6 | 5.9 | 3.3 | 2.8 | 8.7 | 2.9 | 2.9 |
Standard Deviation(%) | NA | 10.4 | 11.4 | 14.1 | 19.2 | 16.0 | NA | NA | 15.5 | 12.4 | 17.8 | 12.3 | 33.2 | 10.6 | 14.4 | 6.4 | 12.0 | 14.9 | 9.8 | 10.4 | 11.1 | 20.9 | 17.1 | 26.7 | 38.9 | 15.0 | 8.8 | 9.2 | 9.6 | 12.7 | 22.4 | 18.4 | 17.4 | 16.6 | 12.4 | 10.4 | 9.0 | 6.3 | 8.0 | 6.1 | 5.7 | 7.5 | 9.5 | 7.9 | 7.4 |
Treynor Ratio | NA | 0.09 | 0.04 | 0.04 | 0.08 | 0.08 | NA | NA | 0.11 | 0.01 | -0.03 | 0.28 | 0.04 | 0.24 | -0.07 | 0.18 | 0.16 | -0.03 | 0.11 | 0.28 | 0.15 | 0.08 | 0.18 | 0.35 | -0.42 | 0.03 | 0.23 | 0.06 | 0.15 | 0.26 | -0.34 | -0.52 | 0.27 | 0.14 | 0.52 | 0.57 | 0.23 | 0.46 | -0.09 | 0.48 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.04 | -0.02 | 0.02 | 0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.08 | 0.05 | 0.01 | 0.06 | 0.05 | 0.01 | 0.03 | -0.01 | 0.05 | 0.03 | NA | NA | NA | NA |
Beta | NA | 1.08 | 1.07 | 0.97 | 0.94 | 0.92 | NA | NA | 0.79 | 1.03 | 0.94 | 0.94 | 0.93 | 0.9 | 0.89 | 0.78 | 0.84 | 0.92 | 0.87 | 0.91 | 0.86 | 0.87 | 0.91 | 0.83 | 0.88 | 0.87 | 0.88 | 0.84 | 0.83 | 0.61 | 0.64 | 0.46 | 0.54 | 0.55 | 0.43 | 0.51 | 0.65 | 0.55 | 0.6 | 0.47 | -1.82 | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.95 | 0.97 | 0.98 | 0.96 | NA | NA | 0.78 | 0.97 | 0.98 | 0.96 | 0.99 | 0.95 | 0.94 | 0.75 | 0.87 | 0.91 | 0.93 | 0.96 | 0.96 | 0.97 | 0.96 | 0.96 | 0.98 | 0.97 | 0.92 | 0.93 | 0.85 | 0.66 | 0.61 | 0.26 | 0.35 | 0.3 | 0.45 | 0.68 | 0.66 | 0.47 | 0.56 | 0.43 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 3.8 | 7.7 | 24.7 | 15.5 | 23.2 | 15.0 | N/A | 3.8 | 7.1 | 14.4 | 13.6 | 13.6 | 10.9 | 12.0 | 4.2 | 5.4 | 16.1 | 8.1 | 4.3 | 3.7 | 4.0 | 4.8 | 3.1 | 2.7 | 2.8 | 3.1 | 3.1 | 3.4 | 3.5 | 5.9 | 7.5 | 11.9 | 12.5 | 20.1 | 9.8 | 10.0 | 11.2 | 16.4 | 13.4 | 13.8 | 13.1 | 9.6 | 3.2 |
Dividend Growth(%) | N/A | -81.8 | -52.0 | 150.6 | 143.0 | 421.7 | 111.2 | N/A | N/A | -51.5 | -44.3 | 300.0 | 9.9 | 4.7 | -7.8 | 219.4 | -29.4 | -68.5 | 125.0 | 105.7 | 20.7 | 3.6 | 0.0 | 0.0 | 16.7 | 14.3 | -4.5 | 10.0 | 0.0 | -25.9 | -55.0 | -13.0 | -38.4 | 6.7 | -30.0 | 117.4 | 16.9 | -23.4 | -26.7 | 25.0 | 10.5 | -5.0 | 66.7 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/1989
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