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CAERX: COLUMBIA ACORN EMERGING MARKETS FUND COLUMBIA ACORN EMERGING MARKETS FUND CLASS R4 (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/12/2012 |
Last Dividend Date: | 12/18/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.30% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.7 | -1.5 | 2.6 | -3.2 | -11.5 | 20.6 | -17.2 | 34.9 | -2.9 | -18.0 | -4.1 | 11.1 | 5.7 |
Sharpe Ratio | NA | -0.19 | -0.08 | -0.04 | 0.02 | -0.56 | 1.69 | -1.28 | 4.1 | -0.23 | -1.24 | -0.43 | 1.02 | 6.44 |
Draw Down(%) | NA | 39.8 | 43.0 | 43.0 | 43.0 | 39.8 | 7.3 | 26.6 | 3.2 | 13.5 | 24.8 | 11.4 | 11.8 | 1.6 |
Standard Deviation(%) | NA | 28.6 | 19.4 | 17.2 | 15.3 | 38.1 | 11.3 | 14.4 | 8.4 | 13.6 | 14.5 | 9.6 | 10.9 | 8.1 |
Treynor Ratio | NA | -0.08 | -0.02 | -0.01 | 0.01 | -0.3 | 0.3 | -0.32 | 0.63 | -0.05 | -0.29 | -0.07 | 0.17 | 1.15 |
Alpha | NA | -0.04 | -0.03 | -0.03 | -0.03 | -0.09 | 0.01 | -0.06 | 0.08 | -0.04 | -0.08 | -0.04 | -0.03 | 0.11 |
Beta | NA | 0.69 | 0.67 | 0.66 | 0.65 | 0.7 | 0.64 | 0.58 | 0.55 | 0.68 | 0.62 | 0.58 | 0.64 | 0.45 |
RSquared | NA | 0.7 | 0.62 | 0.58 | 0.55 | 0.71 | 0.51 | 0.46 | 0.21 | 0.46 | 0.43 | 0.51 | 0.44 | 0.47 |
Yield(%) | N/A | 0.0 | 0.6 | 0.8 | N/A | 0.0 | 0.0 | 1.5 | 0.0 | 1.0 | 1.6 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -50.0 | 81.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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