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CAIDX: COLUMBIA ADAPTIVE RETIREMENT 2025 FUND INSTITUTIONAL 3 CLASS (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2018 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 18.64% |
Expenses | 0.62% |
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Performance Analytics (As of 12/08/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/05/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.6 | -2.9 | -1.8 | 3.3 | 364.5 | -0.7 | -11.7 | 6.9 | 9.3 | 16.4 | -2.0 |
Sharpe Ratio | NA | -0.86 | -0.51 | 0.26 | 0.2 | -0.61 | -1.85 | 1.15 | 1.13 | 2.64 | -0.7 |
Draw Down(%) | NA | 6.4 | 14.3 | 14.3 | 14.3 | 6.4 | 14.1 | 3.2 | 9.0 | 2.6 | 6.8 |
Standard Deviation(%) | NA | 8.3 | 7.1 | 7.1 | 6.9 | 8.4 | 7.1 | 6.0 | 8.0 | 5.7 | 5.8 |
Treynor Ratio | NA | -0.21 | -0.15 | 0.09 | 0.06 | -0.14 | -0.75 | 0.19 | 0.64 | 0.38 | -0.12 |
Alpha | NA | -0.04 | -0.02 | 0.0 | 0.0 | -0.04 | -0.04 | -0.01 | 0.02 | 0.01 | -0.01 |
Beta | NA | 0.34 | 0.25 | 0.2 | 0.21 | 0.35 | 0.17 | 0.37 | 0.14 | 0.4 | 0.33 |
RSquared | NA | 0.34 | 0.39 | 0.4 | 0.42 | 0.34 | 0.38 | 0.73 | 0.38 | 0.78 | 0.81 |
Yield(%) | N/A | 101.7 | 33.7 | 24.8 | N/A | 103.9 | 10.5 | 24.8 | 3.5 | 5.2 | 4.0 |
Dividend Growth(%) | N/A | 204.4 | N/A | N/A | N/A | 677.9 | -65.3 | 640.5 | -24.5 | 22.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2018
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