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CAEZX: COLUMBIA ACORN EUROPEAN FUND COLUMBIA ACORN EUROPEAN FUND CLASS Z (MUTUAL FUND)
Basic Info 24.91 0.1(0.40%) April 24
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (4%) |
Start Date: | 08/19/2011 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.11% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/19/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | -3.3 | 4.8 | -5.6 | 5.9 | 5.5 | 8.4 | 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 | -1.46 | -0.1 | -0.37 | 0.14 | 0.21 | 0.37 | 1.12 | -1.19 | 1.27 | 0.69 | 3.18 | -1.2 | 4.12 | -0.2 | 0.34 | -0.67 | 3.15 | 1.53 | -0.42 |
Draw Down(%) | NA | 9.0 | 23.0 | 51.0 | 51.0 | 51.0 | 51.0 | 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 | 17.2 | 18.0 | 24.2 | 24.8 | 20.2 | 19.6 | 18.9 | 33.3 | 17.1 | 33.1 | 14.1 | 16.6 | 9.2 | 17.9 | 12.9 | 11.2 | 10.8 | 16.9 | 30.1 |
Treynor Ratio | NA | -0.18 | -0.02 | -0.08 | 0.03 | 0.04 | 0.08 | 0.19 | -0.32 | 0.21 | 0.24 | 0.42 | -0.19 | 0.46 | -0.04 | 0.07 | -0.1 | 0.49 | 0.32 | -0.16 |
Alpha | NA | -0.1 | -0.02 | -0.03 | 0.0 | 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 | 1.38 | 1.23 | 1.18 | 1.06 | 0.97 | 0.92 | 1.13 | 1.22 | 1.02 | 0.94 | 1.08 | 1.02 | 0.83 | 0.8 | 0.64 | 0.73 | 0.69 | 0.81 | 0.77 |
RSquared | NA | 0.82 | 0.76 | 0.79 | 0.81 | 0.78 | 0.79 | 0.73 | 0.85 | 0.63 | 0.87 | 0.78 | 0.76 | 0.63 | 0.84 | 0.71 | 0.72 | 0.77 | 0.88 | 0.94 |
Yield(%) | N/A | 0.0 | 0.9 | 0.4 | 0.7 | 1.0 | N/A | 1.1 | 0.0 | 0.5 | 0.5 | 1.6 | 0.6 | 1.7 | 1.1 | 1.6 | 1.1 | 0.6 | 1.0 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | N/A | -27.1 | -22.8 | N/A | N/A | N/A | -100.0 | 8.3 | -50.0 | 100.0 | -50.0 | 50.0 | -30.4 | 35.3 | 142.9 | -30.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2011
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