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CAIEX: COLUMBIA ADAPTIVE RETIREMENT 2035 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 | 13.01% |
Expenses | 0.43% |
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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(%) | -1.3 | 1.1 | -0.0 | 5.7 | � | 3.8 | -13.9 | 10.5 | 12.0 | 21.9 | -3.8 |
Sharpe Ratio | NA | -0.38 | -0.22 | 0.48 | 0.37 | -0.03 | -1.83 | 1.29 | 1.07 | 2.56 | -0.77 |
Draw Down(%) | NA | 8.4 | 16.7 | 16.7 | 16.7 | 8.4 | 16.5 | 4.1 | 12.3 | 3.7 | 10.0 |
Standard Deviation(%) | NA | 8.4 | 8.3 | 9.0 | 8.8 | 8.5 | 8.4 | 8.1 | 10.9 | 8.0 | 8.4 |
Treynor Ratio | NA | -0.07 | -0.05 | 0.15 | 0.11 | -0.01 | -0.67 | 0.2 | 0.56 | 0.35 | -0.13 |
Alpha | NA | -0.03 | -0.02 | 0.0 | 0.0 | -0.03 | -0.05 | -0.01 | 0.03 | 0.01 | -0.01 |
Beta | NA | 0.46 | 0.33 | 0.29 | 0.3 | 0.48 | 0.23 | 0.52 | 0.21 | 0.58 | 0.49 |
RSquared | NA | 0.59 | 0.53 | 0.51 | 0.52 | 0.61 | 0.46 | 0.79 | 0.44 | 0.85 | 0.87 |
Yield(%) | N/A | 102.0 | 34.0 | 26.4 | N/A | 104.6 | 9.4 | 11.6 | 4.3 | 6.3 | 4.5 |
Dividend Growth(%) | N/A | 673.5 | N/A | N/A | N/A | 763.2 | -19.7 | 187.0 | -20.7 | 28.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2018
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