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RDBIX: Columbia Diversified Bond I (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2006 |
Last Dividend Date: | 02/28/2013 |
12-Mo. Yield | 0.00% |
Expenses | 0.49% |
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Performance Analytics (As of 07/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/03/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -23.4 | -4.3 | 0.5 | 0.7 | -25.1 | 7.7 | 6.4 | 8.0 | 15.5 | -5.9 | 1.7 | 2.3 |
Sharpe Ratio | NA | -0.85 | -0.27 | 0.03 | -0.02 | -1.1 | 2.83 | 1.5 | 2.19 | 3.38 | -1.1 | -0.36 | -0.07 |
Draw Down(%) | NA | 25.1 | 25.1 | 25.1 | 25.1 | 25.1 | 1.2 | 2.2 | 3.2 | 1.8 | 11.3 | 2.7 | 1.9 |
Standard Deviation(%) | NA | 27.6 | 16.2 | 13.0 | 11.0 | 36.4 | 2.7 | 4.3 | 3.6 | 4.6 | 6.2 | 3.5 | 3.3 |
Treynor Ratio | NA | -0.79 | -0.07 | 0.01 | 0.0 | -11.06 | 0.11 | 0.08 | 0.13 | 0.28 | -0.12 | -0.02 | 0.0 |
Alpha | NA | -0.09 | -0.03 | -0.01 | -0.01 | -0.18 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 |
Beta | NA | 0.3 | 0.64 | 0.57 | 0.59 | 0.04 | 0.7 | 0.76 | 0.61 | 0.54 | 0.56 | 0.64 | 0.62 |
RSquared | NA | 0.0 | 0.04 | 0.08 | 0.1 | 0.0 | 0.64 | 0.78 | 0.77 | 0.68 | 0.5 | 0.7 | 0.48 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2006
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