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CAEAX: COLUMBIA ACORN EUROPEAN FUND COLUMBIA ACORN EUROPEAN FUND CLASS A (MUTUAL FUND)
Basic Info 23.75 0.1(0.42%) April 19
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (9%) |
Start Date: | 08/19/2011 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/19/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.6 | -7.0 | 1.7 | -6.9 | 4.8 | 5.1 | 7.8 | 24.8 | -38.2 | 21.5 | 22.8 | 46.5 | -18.8 | 37.9 | -3.5 | 4.2 | -7.8 | 33.6 | 25.5 | -5.0 |
Sharpe Ratio | NA | -1.08 | 0.13 | -0.29 | 0.16 | 0.21 | 0.37 | 1.1 | -1.19 | 1.25 | 0.68 | 3.18 | -1.21 | 4.08 | -0.21 | 0.32 | -0.69 | 3.13 | 1.51 | -0.44 |
Draw Down(%) | NA | 6.6 | 23.0 | 51.1 | 51.1 | 51.1 | 51.1 | 23.0 | 49.3 | 12.4 | 40.4 | 10.4 | 26.0 | 3.3 | 14.0 | 11.4 | 16.8 | 5.6 | 12.4 | 16.4 |
Standard Deviation(%) | NA | 17.6 | 18.1 | 24.3 | 24.8 | 20.2 | 19.6 | 18.9 | 33.3 | 17.1 | 33.1 | 14.2 | 16.6 | 9.2 | 17.9 | 13.0 | 11.2 | 10.7 | 17.0 | 30.0 |
Treynor Ratio | NA | -0.14 | 0.02 | -0.06 | 0.04 | 0.04 | 0.08 | 0.18 | -0.32 | 0.21 | 0.24 | 0.42 | -0.2 | 0.45 | -0.05 | 0.06 | -0.11 | 0.49 | 0.31 | -0.17 |
Alpha | NA | -0.09 | -0.01 | -0.03 | 0.0 | 0.01 | 0.01 | 0.01 | -0.1 | 0.02 | 0.06 | 0.06 | -0.02 | 0.05 | -0.01 | 0.02 | -0.01 | 0.05 | 0.03 | -0.06 |
Beta | NA | 1.4 | 1.22 | 1.18 | 1.06 | 0.97 | 0.92 | 1.12 | 1.22 | 1.02 | 0.94 | 1.08 | 1.02 | 0.83 | 0.8 | 0.65 | 0.73 | 0.69 | 0.81 | 0.77 |
RSquared | NA | 0.83 | 0.75 | 0.79 | 0.81 | 0.78 | 0.79 | 0.73 | 0.85 | 0.63 | 0.87 | 0.78 | 0.76 | 0.63 | 0.84 | 0.72 | 0.72 | 0.77 | 0.88 | 0.94 |
Yield(%) | N/A | 0.0 | 0.7 | 0.2 | 0.6 | 0.9 | N/A | 0.8 | 0.0 | 0.2 | 0.5 | 1.6 | 0.6 | 1.3 | 0.8 | 1.3 | 0.8 | 0.3 | 0.7 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | N/A | -55.1 | -30.4 | N/A | N/A | N/A | -100.0 | -50.0 | -52.0 | 108.3 | -36.8 | 58.3 | -36.8 | 46.2 | 333.3 | -57.1 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2011
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