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ACINX: COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z (MUTUAL FUND)
Basic Info 24.71 0.06(0.24%) April 26
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (99%) |
Start Date: | 01/19/1994 |
Last Dividend Date: | 06/08/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.48% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1994 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | -3.7 | 4.7 | -7.3 | 2.1 | 2.7 | 7.6 | 7.0 | 7.3 | 19.6 | -33.6 | 12.9 | 15.1 | 29.8 | -15.9 | 31.2 | -2.3 | -1.3 | -4.3 | 22.3 | 21.6 | -14.1 | 22.7 | 51.0 | -45.9 | 17.1 | 34.5 | 21.8 | 29.5 | 47.8 | -16.1 | -19.5 | -20.1 | 79.3 | 15.4 | 0.2 | 20.7 | 9.5 | -6.8 |
Sharpe Ratio | NA | -1.04 | 0.06 | -0.47 | 0.03 | 0.09 | NA | NA | 0.35 | 1.01 | -1.26 | 0.86 | 0.49 | 2.53 | -1.19 | 4.4 | -0.17 | -0.11 | -0.48 | 2.35 | 1.64 | -0.63 | 1.33 | 2.27 | -1.3 | 0.84 | 2.17 | 2.12 | 2.44 | 5.11 | -1.45 | -1.37 | -1.19 | 6.5 | 0.8 | -0.37 | 3.0 | 0.87 | -1.54 |
Draw Down(%) | NA | 7.3 | 17.7 | 46.1 | 46.1 | 46.1 | NA | NA | 60.2 | 17.7 | 43.9 | 9.7 | 38.9 | 7.9 | 23.8 | 3.0 | 10.6 | 15.6 | 13.1 | 9.1 | 12.1 | 23.8 | 14.7 | 21.5 | 56.1 | 13.0 | 19.0 | 8.7 | 10.5 | 11.5 | 29.1 | 35.6 | 37.9 | 5.2 | 28.4 | 11.3 | 3.8 | 5.5 | 9.9 |
Standard Deviation(%) | NA | 14.2 | 14.8 | 20.2 | 21.5 | 17.4 | NA | NA | 16.4 | 15.3 | 27.8 | 15.0 | 30.4 | 11.3 | 14.5 | 7.0 | 14.7 | 12.0 | 9.0 | 9.4 | 13.2 | 22.3 | 17.0 | 22.5 | 35.9 | 16.8 | 14.4 | 9.3 | 11.7 | 9.2 | 11.9 | 16.1 | 20.4 | 11.7 | 15.1 | 9.0 | 5.7 | 6.5 | 6.6 |
Treynor Ratio | NA | -0.18 | 0.01 | -0.12 | 0.01 | 0.02 | NA | NA | 0.08 | 0.2 | -0.47 | 0.29 | 0.16 | 0.4 | -0.24 | 0.5 | -0.03 | -0.02 | -0.07 | 0.34 | 0.29 | -0.18 | 0.3 | 0.68 | -0.59 | 0.17 | 0.36 | 0.28 | 0.37 | 1.03 | -0.48 | -0.57 | -0.26 | 1.17 | 0.19 | -0.06 | 0.28 | 0.1 | -0.21 |
Alpha | NA | -0.08 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.01 | 0.02 | -0.08 | 0.03 | -0.11 | 0.02 | -0.03 | 0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.04 | 0.06 | -0.06 | 0.01 | 0.04 | 0.04 | 0.05 | 0.1 | -0.05 | -0.06 | -0.05 | 0.17 | 0.01 | -0.01 | 0.04 | 0.0 | -0.04 |
Beta | NA | 0.81 | 0.81 | 0.77 | 0.8 | 0.78 | NA | NA | 0.73 | 0.78 | 0.74 | 0.44 | 0.92 | 0.71 | 0.72 | 0.61 | 0.78 | 0.68 | 0.66 | 0.65 | 0.74 | 0.77 | 0.76 | 0.74 | 0.79 | 0.82 | 0.87 | 0.69 | 0.76 | 0.46 | 0.36 | 0.39 | 0.93 | 0.65 | 0.64 | 0.53 | 0.6 | 0.54 | 0.49 |
RSquared | NA | 0.78 | 0.79 | 0.82 | 0.83 | 0.83 | NA | NA | 0.79 | 0.8 | 0.82 | 0.54 | 0.87 | 0.83 | 0.84 | 0.64 | 0.86 | 0.83 | 0.83 | 0.84 | 0.93 | 0.96 | 0.94 | 0.93 | 0.94 | 0.88 | 0.82 | 0.6 | 0.72 | 0.46 | 0.45 | 0.24 | 0.66 | 0.56 | 0.69 | 0.69 | 0.55 | 0.57 | 0.48 |
Yield(%) | N/A | 0.0 | 0.0 | 5.4 | 8.4 | 7.0 | 11.1 | 10.3 | N/A | 0.0 | 2.0 | 15.5 | 12.9 | 12.9 | 21.2 | 7.6 | 1.3 | 5.0 | 6.5 | 7.5 | 2.4 | 2.5 | 2.6 | 2.2 | 1.9 | 9.2 | 12.9 | 6.2 | 1.1 | 0.5 | 0.6 | 3.3 | 13.1 | 8.4 | 2.3 | 6.6 | 2.4 | 0.1 | 0.6 |
Dividend Growth(%) | N/A | N/A | -100.0 | -66.8 | -22.3 | 87.9 | 89.3 | N/A | N/A | -100.0 | -87.5 | 20.6 | 17.4 | -61.8 | 245.8 | 476.0 | -76.1 | -30.1 | -4.2 | 267.1 | -16.7 | 10.9 | 73.6 | -34.6 | -78.1 | -16.3 | 145.6 | 620.0 | 212.5 | -27.3 | -85.9 | -83.6 | 168.9 | 321.4 | -67.2 | 220.0 | 3900.0 | -90.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1994
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