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CAEYX: Columbia Acorn European Fund Class Y (MUTUAL FUND)
Basic Info 26.13 0.27(1.04%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 03/02/2017 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.7 | 16.6 | -1.1 | 17.3 | 27.3 | 25.2 | -38.0 | 21.8 | 23.2 | 315.8 | -18.5 | 29.3 |
Sharpe Ratio | NA | 0.13 | 0.74 | -0.16 | 0.57 | 0.89 | 1.12 | -1.19 | 1.27 | 0.69 | 6.71 | -1.2 | 3.58 |
Draw Down(%) | NA | 6.6 | 22.9 | 50.9 | 50.9 | 50.9 | 22.9 | 49.1 | 12.4 | 40.3 | 10.3 | 25.9 | 3.4 |
Standard Deviation(%) | NA | 17.8 | 18.1 | 24.2 | 27.4 | 28.0 | 18.8 | 33.3 | 17.1 | 33.1 | 46.9 | 16.6 | 9.9 |
Treynor Ratio | NA | 0.02 | 0.13 | -0.04 | 0.18 | 0.29 | 0.21 | -0.37 | 0.29 | 0.28 | 7.25 | -0.3 | 0.64 |
Alpha | NA | -0.13 | -0.05 | -0.04 | 0.02 | 0.06 | 0.0 | -0.09 | 0.01 | 0.02 | 0.56 | -0.07 | 0.09 |
Beta | NA | 1.08 | 1.04 | 1.03 | 0.88 | 0.85 | 1.0 | 1.07 | 0.76 | 0.81 | 0.43 | 0.66 | 0.55 |
RSquared | NA | 0.51 | 0.47 | 0.57 | 0.47 | 0.32 | 0.52 | 0.64 | 0.37 | 0.75 | 0.01 | 0.46 | 0.15 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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