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CACIX: Columbia Acorn Select I (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/28/2010 |
Last Dividend Date: | 12/09/2014 |
12-Mo. Yield | 18.87% |
Expenses | 0.91% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 6.8 | 12.2 | 11.1 | 2.9 | 2.5 | 34.3 | 17.3 | -16.2 | 15.3 |
Sharpe Ratio | NA | 0.53 | 0.86 | 0.6 | 0.94 | 0.19 | 2.62 | 1.07 | -0.57 | 4.71 |
Draw Down(%) | NA | 8.9 | 12.8 | 30.6 | 3.5 | 8.9 | 7.4 | 13.5 | 30.6 | 5.4 |
Standard Deviation(%) | NA | 12.8 | 14.1 | 18.5 | 13.8 | 12.7 | 13.1 | 16.3 | 28.6 | 15.3 |
Treynor Ratio | NA | 0.07 | 0.13 | 0.11 | 0.14 | 0.03 | 0.37 | 0.18 | -0.17 | 0.71 |
Alpha | NA | -0.04 | -0.01 | -0.02 | -0.05 | -0.04 | 0.01 | 0.01 | -0.05 | 0.0 |
Beta | NA | 0.91 | 0.93 | 0.96 | 0.92 | 0.91 | 0.93 | 0.95 | 0.98 | 1.01 |
RSquared | NA | 0.91 | 0.9 | 0.92 | 0.94 | 0.9 | 0.89 | 0.9 | 0.95 | 0.8 |
Yield(%) | N/A | 18.9 | 16.9 | N/A | 0.0 | 18.9 | 26.7 | 8.5 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -28.1 | N/A | N/A | -100.0 | -28.1 | 243.6 | 325.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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