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CAEYX: Columbia Acorn European Fund Class Y (MUTUAL FUND)


Basic Info     26.13 0.27(1.04%) March 27

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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)

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Last 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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