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CAEEX: COLUMBIA ACORN EUROPEAN FUND COLUMBIA ACORN EUROPEAN FUND CLASS R5 (MUTUAL FUND)
Basic Info 24.38 0.2(0.81%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 11/12/2012 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 04/12/2024)
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 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.7 | -6.6 | 1.5 | -6.5 | 5.2 | 5.4 | 4.4 | 25.1 | -38.0 | 21.8 | 23.2 | 46.3 | -18.4 | 38.3 | -3.2 | 4.5 | -8.0 | 33.4 | 6.6 |
Sharpe Ratio | NA | -1.06 | 0.15 | -0.28 | 0.17 | 0.22 | 0.37 | 1.12 | -1.18 | 1.27 | 0.69 | 3.19 | -1.19 | 3.98 | -0.19 | 0.34 | -0.72 | 3.08 | 6.65 |
Draw Down(%) | NA | 6.6 | 22.9 | 51.0 | 51.0 | 51.0 | 51.0 | 22.9 | 49.1 | 12.4 | 40.4 | 10.3 | 25.9 | 3.5 | 14.0 | 11.3 | 16.7 | 5.6 | 1.8 |
Standard Deviation(%) | NA | 17.6 | 18.1 | 24.3 | 24.8 | 20.2 | 19.3 | 18.9 | 33.3 | 17.1 | 33.2 | 14.1 | 16.6 | 9.5 | 17.8 | 12.9 | 11.2 | 10.8 | 9.4 |
Treynor Ratio | NA | -0.17 | 0.03 | -0.07 | 0.05 | 0.05 | 0.09 | 0.21 | -0.37 | 0.29 | 0.28 | 0.57 | -0.3 | 0.77 | -0.04 | 0.1 | -0.14 | 0.52 | 1.33 |
Alpha | NA | -0.16 | -0.07 | -0.04 | -0.02 | -0.01 | -0.01 | 0.0 | -0.09 | 0.01 | 0.02 | 0.07 | -0.07 | 0.09 | -0.05 | 0.02 | -0.06 | 0.04 | 0.13 |
Beta | NA | 1.1 | 1.07 | 1.03 | 0.9 | 0.82 | 0.81 | 1.0 | 1.07 | 0.76 | 0.82 | 0.79 | 0.66 | 0.49 | 0.83 | 0.47 | 0.57 | 0.64 | 0.47 |
RSquared | NA | 0.55 | 0.51 | 0.57 | 0.62 | 0.55 | 0.54 | 0.51 | 0.64 | 0.37 | 0.76 | 0.5 | 0.46 | 0.13 | 0.41 | 0.3 | 0.36 | 0.46 | 0.37 |
Yield(%) | N/A | 0.0 | 0.9 | 0.4 | 0.8 | 1.0 | N/A | 1.1 | 0.0 | 0.5 | 0.5 | 1.6 | 0.6 | 1.7 | 1.1 | 1.7 | 0.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 25.0 | -52.0 | 108.3 | -50.0 | 50.0 | -33.3 | 200.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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