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CAIJX: COLUMBIA ADAPTIVE RETIREMENT 2055 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 | 39.45% |
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(%) | -9.0 | -6.1 | -1.7 | 6.3 | 343.4 | -3.0 | -17.5 | 16.4 | 15.9 | 29.3 | -6.1 |
Sharpe Ratio | NA | -0.69 | -0.28 | 0.37 | 0.27 | -0.48 | -1.7 | 1.44 | 1.03 | 2.55 | -0.83 |
Draw Down(%) | NA | 12.3 | 21.0 | 21.0 | 21.0 | 12.3 | 20.6 | 5.5 | 16.9 | 5.3 | 14.0 |
Standard Deviation(%) | NA | 15.1 | 12.7 | 13.1 | 12.8 | 15.4 | 11.2 | 11.4 | 15.1 | 10.9 | 11.5 |
Treynor Ratio | NA | -0.15 | -0.07 | 0.11 | 0.08 | -0.1 | -0.57 | 0.22 | 0.52 | 0.34 | -0.14 |
Alpha | NA | -0.07 | -0.02 | 0.0 | 0.0 | -0.08 | -0.05 | -0.01 | 0.03 | 0.01 | -0.02 |
Beta | NA | 0.71 | 0.49 | 0.42 | 0.44 | 0.76 | 0.33 | 0.76 | 0.3 | 0.81 | 0.68 |
RSquared | NA | 0.46 | 0.51 | 0.51 | 0.53 | 0.47 | 0.56 | 0.84 | 0.49 | 0.89 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2018
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