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CAEZX: COLUMBIA ACORN EUROPEAN FUND COLUMBIA ACORN EUROPEAN FUND CLASS Z (MUTUAL FUND)
Basic Info 29.18 0.19(0.65%) July 15
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 08/19/2011 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 1.55% |
| Expenses | 1.11% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/19/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 21.3 | 10.8 | 13.7 | 7.0 | 8.1 | 9.1 | -4.2 | 25.1 | -38.0 | 21.8 | 23.1 | 46.3 | -18.6 | 38.4 | -3.3 | 4.4 | -7.5 | 34.0 | 25.7 | -4.8 |
| Sharpe Ratio | NA | 2.12 | 0.56 | 0.49 | 0.23 | 0.3 | 0.42 | -0.65 | 1.12 | -1.19 | 1.27 | 0.68 | 3.18 | -1.2 | 4.12 | -0.2 | 0.34 | -0.67 | 3.15 | 1.53 | -0.42 |
| Draw Down(%) | NA | 16.2 | 21.5 | 26.6 | 51.0 | 51.0 | 51.0 | 14.1 | 23.0 | 49.1 | 12.4 | 40.4 | 10.3 | 25.9 | 3.3 | 14.0 | 11.3 | 16.7 | 5.6 | 12.4 | 16.4 |
| Standard Deviation(%) | NA | 20.8 | 18.9 | 21.8 | 22.0 | 20.8 | 19.5 | 16.6 | 18.9 | 33.3 | 17.1 | 33.3 | 14.1 | 16.6 | 9.2 | 17.9 | 12.9 | 11.2 | 10.8 | 16.9 | 30.1 |
| Treynor Ratio | NA | 0.44 | 0.1 | 0.09 | 0.05 | 0.06 | 0.09 | -0.09 | 0.19 | -0.32 | 0.2 | 0.24 | 0.41 | -0.19 | 0.46 | -0.04 | 0.07 | -0.1 | 0.49 | 0.32 | -0.16 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.01 | -0.01 | 0.01 | -0.1 | 0.02 | 0.06 | 0.06 | -0.01 | 0.05 | -0.01 | 0.02 | -0.01 | 0.06 | 0.03 | -0.06 |
| Beta | NA | 1.0 | 1.04 | 1.17 | 1.12 | 1.0 | 0.93 | 1.16 | 1.13 | 1.22 | 1.07 | 0.94 | 1.08 | 1.02 | 0.82 | 0.8 | 0.64 | 0.74 | 0.69 | 0.81 | 0.77 |
| RSquared | NA | 0.85 | 0.85 | 0.81 | 0.78 | 0.79 | 0.79 | 0.8 | 0.73 | 0.85 | 0.68 | 0.87 | 0.78 | 0.76 | 0.63 | 0.84 | 0.71 | 0.73 | 0.77 | 0.87 | 0.94 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.4 | 0.9 | 1.3 | N/A | 2.6 | 1.0 | 0.0 | 0.5 | 0.5 | 1.5 | 0.6 | 1.7 | 1.1 | 1.6 | 1.1 | 0.6 | 1.0 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -9.7 | 73.7 | -4.4 | N/A | N/A | 196.3 | N/A | -100.0 | 8.0 | -46.8 | 95.8 | -50.6 | 56.8 | -32.9 | 36.7 | 134.7 | -25.8 | 15.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2011
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