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CAGMX: Columbia US Government Mortgage Port Ag (MUTUAL FUND)
Basic Info 14.65 0.07(0.48%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 10/23/2013 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -4.8 | -2.7 | -7.1 | -2.0 | 0.3 | -1.1 | 3.5 | -16.8 | -0.3 | 5.7 | 6.5 | 1.6 | 2.9 | 1.9 | 1.0 | 5.5 | -0.8 |
Sharpe Ratio | NA | -1.98 | -0.81 | -1.1 | -0.51 | -0.14 | -0.12 | -0.08 | -1.93 | -0.18 | 1.25 | 1.82 | 0.09 | 0.89 | 0.77 | 0.4 | 2.41 | -1.5 |
Draw Down(%) | NA | 4.8 | 10.6 | 25.1 | 25.1 | 25.1 | 25.1 | 11.4 | 21.0 | 2.5 | 7.9 | 1.4 | 2.2 | 1.6 | 3.0 | 1.3 | 0.6 | 1.2 |
Standard Deviation(%) | NA | 9.0 | 9.1 | 8.3 | 6.8 | 5.2 | 5.1 | 9.7 | 9.4 | 1.6 | 4.4 | 2.8 | 3.0 | 2.5 | 2.3 | 2.5 | 2.3 | 3.0 |
Treynor Ratio | NA | -0.88 | -0.43 | -0.93 | -1.03 | -0.45 | -0.39 | -0.09 | -1.62 | -0.45 | -8.6 | -0.48 | -0.1 | -0.48 | -4.48 | -0.4 | -1.93 | 2.95 |
Alpha | NA | -0.09 | -0.04 | -0.04 | -0.01 | 0.0 | 0.0 | -0.01 | -0.07 | 0.0 | 0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 |
Beta | NA | 0.2 | 0.17 | 0.1 | 0.03 | 0.02 | 0.02 | 0.09 | 0.11 | 0.01 | -0.01 | -0.11 | -0.03 | -0.05 | 0.0 | -0.02 | -0.03 | -0.02 |
RSquared | NA | 0.07 | 0.05 | 0.04 | 0.01 | 0.0 | 0.0 | 0.01 | 0.09 | 0.0 | 0.0 | 0.23 | 0.03 | 0.02 | 0.0 | 0.02 | 0.02 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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