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CAEZX: Columbia Acorn European Z (MUTUAL FUND)
Basic Info 24.56 0.09(0.37%) October 23
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/19/2011 |
| Last Dividend Date: | 12/17/2019 |
| 12-Mo. Yield | 1.22% |
| Expenses | 1.50% |
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Performance Analytics (As of 10/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.5 | 8.7 | 26.7 | 10.5 | 11.5 | 11.4 | 46.3 | -18.6 | 38.4 | -3.3 | 4.4 | -7.5 | 34.0 | 25.7 | -4.8 |
| SR | NA | 0.29 | 0.81 | 0.42 | 0.55 | 0.61 | 3.18 | -1.2 | 4.12 | -0.2 | 0.34 | -0.67 | 3.15 | 1.53 | -0.42 |
| DD(%) | NA | 40.4 | 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 | 35.7 | 32.5 | 22.6 | 19.7 | 17.9 | 14.1 | 16.6 | 9.2 | 17.9 | 12.9 | 11.2 | 10.8 | 16.9 | 30.1 |
| TR | NA | 0.11 | 0.27 | 0.1 | 0.12 | 0.13 | 0.42 | -0.19 | 0.46 | -0.04 | 0.07 | -0.1 | 0.49 | 0.32 | -0.16 |
| Alpha(%) | NA | 0.07 | 0.1 | 0.04 | 0.03 | 0.02 | 0.06 | -0.01 | 0.05 | -0.01 | 0.02 | -0.01 | 0.06 | 0.03 | -0.06 |
| Beta(%) | NA | 0.96 | 0.96 | 0.98 | 0.93 | 0.85 | 1.08 | 1.02 | 0.83 | 0.8 | 0.64 | 0.73 | 0.69 | 0.81 | 0.78 |
| RS | NA | 0.91 | 0.9 | 0.86 | 0.84 | 0.83 | 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 10/23/2020.Latest Articles Related to CAEZX
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