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CAIHX: COLUMBIA ADAPTIVE RETIREMENT 2045 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 | 28.89% |
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(%) | -1.9 | 0.9 | 0.5 | 7.3 | 417.6 | 4.0 | -16.3 | 14.7 | 14.7 | 27.8 | -5.6 |
Sharpe Ratio | NA | -0.31 | -0.13 | 0.51 | 0.39 | -0.01 | -1.74 | 1.41 | 1.02 | 2.58 | -0.81 |
Draw Down(%) | NA | 10.8 | 19.6 | 19.6 | 19.6 | 10.8 | 19.2 | 5.0 | 15.8 | 5.0 | 13.2 |
Standard Deviation(%) | NA | 10.6 | 10.4 | 11.4 | 11.2 | 10.8 | 10.2 | 10.4 | 14.1 | 10.2 | 11.0 |
Treynor Ratio | NA | -0.05 | -0.03 | 0.15 | 0.11 | 0.0 | -0.59 | 0.21 | 0.52 | 0.35 | -0.14 |
Alpha | NA | -0.04 | -0.02 | 0.0 | 0.0 | -0.04 | -0.05 | -0.01 | 0.03 | 0.02 | -0.01 |
Beta | NA | 0.61 | 0.44 | 0.38 | 0.4 | 0.65 | 0.3 | 0.69 | 0.28 | 0.76 | 0.65 |
RSquared | NA | 0.66 | 0.59 | 0.55 | 0.57 | 0.68 | 0.53 | 0.83 | 0.48 | 0.88 | 0.89 |
Yield(%) | N/A | 101.9 | 34.6 | 28.3 | N/A | 105.5 | 18.3 | 13.8 | 5.3 | 7.8 | 4.9 |
Dividend Growth(%) | N/A | 543.2 | N/A | N/A | N/A | 282.4 | 33.3 | 179.3 | -17.1 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2018
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