CAIRX: COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS R5 (MUTUAL FUND)
Basic Info 24.67 0.2(0.80%) April 15
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 08/10/2011 |
| Last Dividend Date: | 06/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.23% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/10/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.2 | -3.9 | 2.9 | -6.3 | 2.3 | 2.8 | 5.1 | 19.6 | -33.6 | 13.0 | 15.2 | 30.0 | -15.9 | 32.4 | -2.2 | -1.3 | -4.3 | 22.3 | 21.6 | -4.8 |
| Sharpe Ratio | NA | -1.0 | 0.11 | -0.39 | 0.04 | 0.11 | 0.26 | 1.01 | -1.26 | 0.86 | 0.49 | 2.54 | -1.18 | 4.54 | -0.16 | -0.11 | -0.48 | 2.36 | 1.64 | -0.44 |
| Draw Down(%) | NA | 5.5 | 17.7 | 46.1 | 46.1 | 46.1 | 46.1 | 17.7 | 43.9 | 9.6 | 38.9 | 7.9 | 23.7 | 3.0 | 10.6 | 15.5 | 13.1 | 9.1 | 12.1 | 15.9 |
| Standard Deviation(%) | NA | 14.2 | 14.8 | 20.2 | 21.5 | 17.4 | 16.9 | 15.3 | 27.9 | 15.1 | 30.4 | 11.3 | 14.5 | 7.0 | 14.7 | 12.0 | 9.0 | 9.4 | 13.3 | 26.8 |
| Treynor Ratio | NA | -0.17 | 0.02 | -0.1 | 0.01 | 0.02 | 0.06 | 0.2 | -0.45 | 0.2 | 0.16 | 0.4 | -0.24 | 0.51 | -0.03 | -0.02 | -0.06 | 0.35 | 0.29 | -0.16 |
| Alpha | NA | -0.08 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.05 | 0.05 | -0.11 | 0.02 | -0.03 | 0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.04 |
| Beta | NA | 0.82 | 0.81 | 0.77 | 0.8 | 0.78 | 0.77 | 0.78 | 0.78 | 0.65 | 0.92 | 0.71 | 0.72 | 0.62 | 0.78 | 0.68 | 0.66 | 0.65 | 0.75 | 0.76 |
| RSquared | NA | 0.78 | 0.79 | 0.82 | 0.83 | 0.83 | 0.84 | 0.8 | 0.85 | 0.73 | 0.87 | 0.83 | 0.85 | 0.64 | 0.86 | 0.83 | 0.84 | 0.84 | 0.93 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2011
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