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CAEGX: Columbia Aggressive Growth 529 Port E St (MUTUAL FUND)
Basic Info 60.57 0.07(0.12%) April 18
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 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/29/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.4 | 2.1 | 15.7 | 3.5 | 9.3 | 9.2 | 9.0 | 21.1 | -16.4 | 20.8 | 15.0 | 25.2 | -8.8 | 20.1 | 9.4 | -0.7 | 11.3 | 4.3 |
Sharpe Ratio | NA | 1.65 | 1.51 | 0.18 | 0.43 | 0.52 | 0.52 | 1.35 | -0.76 | 1.73 | 0.48 | 2.09 | -0.69 | 2.86 | 0.69 | -0.05 | 0.98 | 3.12 |
Draw Down(%) | NA | 2.3 | 10.8 | 24.2 | 33.3 | 33.3 | 33.3 | 10.8 | 23.7 | 5.9 | 33.3 | 6.7 | 19.2 | 2.1 | 10.8 | 11.7 | 7.9 | 2.0 |
Standard Deviation(%) | NA | 11.0 | 11.4 | 16.6 | 19.7 | 16.4 | 16.3 | 12.6 | 23.4 | 12.0 | 30.9 | 11.4 | 14.8 | 6.8 | 13.3 | 14.6 | 11.5 | 8.1 |
Treynor Ratio | NA | 0.25 | 0.24 | 0.04 | 0.11 | 0.11 | 0.11 | 0.25 | -0.24 | 0.3 | 0.18 | 0.27 | -0.12 | 0.24 | 0.12 | -0.01 | 0.2 | 0.3 |
Alpha | NA | 0.01 | 0.01 | 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 | 0.02 | -0.02 |
Beta | NA | 0.72 | 0.72 | 0.71 | 0.79 | 0.79 | 0.78 | 0.67 | 0.74 | 0.7 | 0.84 | 0.89 | 0.82 | 0.81 | 0.79 | 0.75 | 0.58 | 0.85 |
RSquared | NA | 0.6 | 0.58 | 0.59 | 0.76 | 0.75 | 0.74 | 0.52 | 0.61 | 0.62 | 0.91 | 0.98 | 0.9 | 0.7 | 0.65 | 0.63 | 0.34 | 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 10/29/2013
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