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ACTWX: Columbia Acorn Select Z (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/04/1998 |
Last Dividend Date: | 04/21/2020 |
12-Mo. Yield | 0.36% |
Expenses | 0.92% |
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Performance Analytics (As of 07/10/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/07/1998 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.1 | 5.7 | 7.1 | 7.7 | 9.8 | 7.7 | 8.2 | 9.7 | -4.3 | 28.9 | -12.4 | 26.6 | 11.9 | -0.4 | 2.5 | 34.2 | 17.2 | -16.4 | 22.9 | 66.2 | -49.2 | 9.2 | 19.7 | 11.1 | 18.6 | 30.6 | -7.8 | 8.0 | 11.7 | 29.3 | 8.0 |
Sharpe Ratio | NA | 0.13 | 0.24 | 0.32 | 0.46 | NA | NA | 0.38 | -0.17 | 1.71 | -0.74 | 2.66 | 0.71 | -0.03 | 0.19 | 2.61 | 1.06 | -0.57 | 1.04 | 1.97 | -1.08 | 0.35 | 1.24 | 0.82 | 1.45 | 1.95 | -0.42 | 0.27 | 0.26 | 1.45 | 7.61 |
Draw Down(%) | NA | 36.5 | 36.5 | 36.5 | 36.5 | NA | NA | 65.4 | 36.5 | 9.1 | 28.8 | 2.9 | 13.8 | 13.0 | 9.0 | 7.4 | 13.5 | 30.8 | 19.6 | 26.9 | 61.7 | 14.7 | 11.0 | 9.5 | 9.8 | 8.1 | 20.7 | 22.5 | 15.7 | 13.9 | 4.6 |
Standard Deviation(%) | NA | 37.3 | 25.3 | 22.0 | 20.2 | NA | NA | 22.3 | 49.4 | 16.0 | 18.7 | 9.8 | 16.5 | 15.8 | 12.9 | 13.1 | 16.3 | 28.6 | 21.9 | 33.5 | 46.4 | 17.7 | 13.2 | 10.8 | 12.1 | 15.3 | 21.2 | 21.0 | 28.7 | 17.9 | 24.9 |
Treynor Ratio | NA | 0.05 | 0.06 | 0.07 | 0.09 | NA | NA | 0.09 | -0.08 | 0.26 | -0.14 | 0.26 | 0.12 | -0.01 | 0.03 | 0.37 | 0.18 | -0.17 | 0.24 | 0.62 | -0.52 | 0.06 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | NA | NA | 0.02 | -0.09 | -0.02 | -0.03 | 0.01 | 0.02 | 0.0 | -0.03 | 0.01 | 0.01 | -0.06 | -0.01 | 0.06 | -0.03 | -0.03 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.03 | 1.02 | 1.01 | 0.99 | NA | NA | 0.98 | 1.03 | 1.05 | 0.97 | 1.02 | 0.97 | 0.92 | 0.9 | 0.93 | 0.95 | 0.98 | 0.94 | 1.06 | 0.96 | 0.97 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.9 | 0.89 | 0.9 | NA | NA | 0.68 | 0.93 | 0.83 | 0.89 | 0.74 | 0.88 | 0.85 | 0.91 | 0.89 | 0.9 | 0.95 | 0.9 | 0.9 | 0.94 | 0.89 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/1998
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