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AUSAX: COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/26/1996 |
Last Dividend Date: | 06/08/2022 |
12-Mo. Yield | 3.97% |
Expenses | 1.08% |
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Performance Analytics (As of 04/24/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 2.3 | 8.6 | 4.7 | 8.1 | 7.5 | 9.4 | 9.3 | 9.5 | -30.5 | 8.9 | 24.0 | 31.3 | -2.0 | 15.9 | 13.0 | -1.4 | 3.6 | 32.7 | 19.0 | -5.0 | 23.2 | 41.5 | -39.2 | 3.5 | 8.3 | 13.0 | 20.6 | 47.1 | -18.5 | 19.3 | -9.0 | 23.0 | 5.8 | 32.3 | 9.4 |
Sharpe Ratio | NA | -0.02 | 0.28 | 0.13 | 0.33 | NA | NA | 0.35 | 1.39 | -0.91 | 0.41 | 0.63 | 1.83 | -0.17 | 1.38 | 0.75 | -0.09 | 0.23 | 2.3 | 1.1 | -0.15 | 0.94 | 1.22 | -0.92 | 0.03 | 0.39 | 0.89 | 1.29 | 2.77 | -0.85 | 0.85 | -0.55 | 1.56 | 0.14 | 2.39 | 3.92 |
Draw Down(%) | NA | 20.6 | 43.7 | 43.7 | 43.7 | NA | NA | 58.5 | 8.9 | 37.4 | 14.6 | 39.9 | 8.9 | 26.5 | 5.1 | 18.7 | 13.9 | 13.1 | 6.0 | 12.2 | 28.8 | 20.8 | 28.6 | 51.5 | 12.2 | 11.7 | 7.0 | 11.9 | 12.1 | 37.1 | 23.0 | 21.8 | 13.0 | 32.8 | 9.6 | 3.2 |
Standard Deviation(%) | NA | 32.3 | 27.5 | 27.7 | 22.3 | NA | NA | 22.4 | 21.2 | 35.4 | 22.0 | 37.9 | 16.3 | 18.9 | 11.1 | 17.0 | 15.9 | 15.8 | 14.2 | 17.4 | 32.5 | 24.5 | 33.8 | 43.3 | 17.2 | 13.0 | 12.2 | 15.3 | 16.7 | 22.9 | 20.3 | 24.0 | 12.7 | 17.4 | 12.0 | 9.6 |
Treynor Ratio | NA | -0.01 | 0.07 | 0.04 | 0.07 | NA | NA | 0.09 | 0.3 | -0.3 | 0.09 | 0.24 | 0.3 | -0.03 | 0.16 | 0.14 | -0.01 | 0.04 | 0.34 | 0.19 | -0.05 | 0.23 | 0.41 | -0.4 | 0.01 | 0.07 | 0.14 | 0.25 | 0.57 | -0.23 | 0.28 | -0.23 | 0.36 | 0.04 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | 0.01 | -0.03 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | 0.03 | 0.04 | -0.03 | 0.07 | -0.04 | 0.04 | 0.02 | NA | NA |
Beta | NA | 1.04 | 1.03 | 1.0 | 0.99 | NA | NA | 0.9 | 0.97 | 1.05 | 1.01 | 0.98 | 0.98 | 0.95 | 0.98 | 0.94 | 0.95 | 0.98 | 0.97 | 1.0 | 1.0 | 1.02 | 1.02 | 0.99 | 0.92 | 0.74 | 0.79 | 0.8 | 0.81 | 0.86 | 0.62 | 0.57 | 0.55 | 0.66 | NA | NA |
RSquared | NA | 0.94 | 0.93 | 0.94 | 0.94 | NA | NA | 0.88 | 0.95 | 0.95 | 0.9 | 0.96 | 0.9 | 0.94 | 0.83 | 0.93 | 0.91 | 0.96 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | 0.96 | 0.94 | 0.93 | 0.93 | 0.89 | 0.88 | 0.59 | 0.72 | 0.46 | 0.69 | 0.0 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.9 | 9.4 | 0.6 | 0.0 | 0.0 | 3.5 | 6.0 | 2.2 | 5.7 | 0.7 | 0.0 | 0.0 | 1.6 | 2.0 | 9.3 | 7.5 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.2 | 1405.9 | N/A | N/A | -100.0 | -43.9 | 185.0 | -57.4 | 907.1 | N/A | N/A | -100.0 | -25.0 | -76.6 | 22.3 | 286.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/1996
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