Find A Portfolio/Ticker
Comparison Box
CABYX: COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/04/2013 |
Last Dividend Date: | 09/04/2018 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.7 | 3.9 | 3.1 | 9.2 | -3.8 | 2.4 | 24.3 | 4.6 | -7.7 |
Sharpe Ratio | NA | 0.96 | 0.52 | 0.45 | 0.39 | 1.32 | -0.41 | 0.21 | 1.33 | 0.56 | -2.4 |
Draw Down(%) | NA | 6.1 | 13.4 | 13.4 | 13.4 | 5.5 | 13.4 | 4.8 | 10.7 | 4.5 | 8.7 |
Standard Deviation(%) | NA | 10.0 | 10.6 | 11.8 | 11.3 | 9.4 | 11.0 | 10.3 | 18.2 | 8.2 | 3.8 |
Treynor Ratio | NA | 0.57 | 0.19 | 0.35 | 0.32 | 0.74 | -0.16 | 0.05 | -56.01 | 0.95 | -15.12 |
Alpha | NA | 0.03 | 0.01 | 0.02 | 0.01 | 0.04 | -0.04 | -0.01 | 0.09 | 0.02 | -0.04 |
Beta | NA | 0.17 | 0.29 | 0.15 | 0.14 | 0.17 | 0.28 | 0.42 | 0.0 | 0.05 | 0.01 |
RSquared | NA | 0.04 | 0.11 | 0.02 | 0.02 | 0.06 | 0.03 | 0.31 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 6.2 | 7.6 | 5.0 | N/A | 6.2 | 0.0 | 2.9 | 15.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -80.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |