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CAAGX: Columbia Aggressive Growth 529 Port Ag S (MUTUAL FUND)
Basic Info 44.78 0(0.0%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 10/23/2013 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 3.2 | 19.2 | 3.6 | 9.3 | 8.5 | 8.2 | 20.8 | -16.6 | 20.5 | 14.8 | 24.9 | -9.0 | 19.8 | 9.2 | -0.9 | 8.0 | 4.4 |
Sharpe Ratio | NA | 0.17 | 0.96 | 0.06 | 0.38 | 0.44 | 0.46 | 1.32 | -0.77 | 1.69 | 0.47 | 2.06 | -0.7 | 2.83 | 0.64 | -0.07 | 0.72 | 3.21 |
Draw Down(%) | NA | 5.1 | 10.8 | 24.4 | 33.4 | 33.4 | 33.4 | 10.8 | 24.2 | 5.9 | 33.4 | 6.7 | 19.2 | 2.1 | 10.9 | 11.7 | 8.0 | 2.0 |
Standard Deviation(%) | NA | 11.5 | 11.6 | 16.7 | 19.7 | 16.5 | 16.3 | 12.6 | 23.4 | 12.1 | 30.8 | 11.4 | 14.8 | 6.8 | 14.0 | 14.6 | 11.2 | 8.0 |
Treynor Ratio | NA | 0.03 | 0.15 | 0.02 | 0.1 | 0.09 | 0.1 | 0.25 | -0.25 | 0.28 | 0.18 | 0.26 | -0.13 | 0.24 | 0.12 | -0.01 | 0.14 | 0.31 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.73 | 0.72 | 0.7 | 0.78 | 0.78 | 0.77 | 0.67 | 0.71 | 0.72 | 0.82 | 0.89 | 0.82 | 0.81 | 0.78 | 0.75 | 0.58 | 0.84 |
RSquared | NA | 0.56 | 0.57 | 0.57 | 0.74 | 0.73 | 0.72 | 0.52 | 0.57 | 0.66 | 0.89 | 0.98 | 0.9 | 0.71 | 0.56 | 0.63 | 0.37 | 0.88 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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