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CAEZX: Columbia Acorn European Z (MUTUAL FUND)
Basic Info 29.7 0.37(1.26%) May 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/19/2011 |
| Last Dividend Date: | 06/10/2020 |
| 12-Mo. Yield | 0.45% |
| Expenses | 1.50% |
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Performance Analytics (As of 04/30/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.2 | 7.5 | 65.2 | 15.4 | 16.0 | 13.0 | 23.1 | 46.3 | -18.6 | 38.4 | -3.3 | 4.4 | -7.5 | 34.0 | 25.7 | -4.8 |
| SR | NA | 1.62 | 3.43 | 0.66 | 0.76 | 0.71 | 0.69 | 3.18 | -1.2 | 4.12 | -0.2 | 0.34 | -0.67 | 3.15 | 1.53 | -0.42 |
| DD(%) | NA | 8.9 | 9.9 | 40.4 | 40.4 | 40.4 | 40.4 | 10.3 | 25.9 | 3.3 | 14.0 | 11.3 | 16.7 | 5.6 | 12.4 | 16.4 |
| SD(%) | NA | 17.1 | 18.5 | 23.1 | 20.0 | 17.9 | 33.1 | 14.1 | 16.6 | 9.2 | 17.9 | 12.9 | 11.2 | 10.8 | 16.9 | 30.1 |
| TR | NA | 0.25 | 0.78 | 0.16 | 0.16 | 0.15 | 0.24 | 0.42 | -0.19 | 0.46 | -0.04 | 0.07 | -0.1 | 0.49 | 0.32 | -0.16 |
| Alpha(%) | NA | -0.02 | 0.07 | 0.04 | 0.03 | 0.02 | 0.06 | 0.06 | -0.01 | 0.05 | -0.01 | 0.02 | -0.01 | 0.06 | 0.03 | -0.06 |
| Beta(%) | NA | 1.09 | 0.82 | 0.97 | 0.94 | 0.85 | 0.94 | 1.08 | 1.02 | 0.83 | 0.8 | 0.64 | 0.73 | 0.69 | 0.81 | 0.78 |
| RS | NA | 0.68 | 0.65 | 0.83 | 0.82 | 0.81 | 0.87 | 0.78 | 0.76 | 0.63 | 0.84 | 0.71 | 0.72 | 0.77 | 0.88 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EUROPE STOCK Asset Class Trend Rankings |
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* Day change on 05/05/2021.Latest Articles Related to CAEZX
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