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CANIX: COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 06/04/2014 |
| 12-Mo. Yield | 2.14% |
| Expenses | 0.71% |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.2 | -13.9 | 9.7 | 7.7 | -17.0 | 31.0 | 18.0 | -4.6 | 11.6 |
| Sharpe Ratio | NA | -0.7 | 0.58 | 0.38 | -0.88 | 2.39 | 1.15 | -0.16 | 3.32 |
| Draw Down(%) | NA | 19.8 | 19.8 | 26.0 | 19.8 | 6.9 | 11.8 | 26.0 | 3.7 |
| Standard Deviation(%) | NA | 19.7 | 16.5 | 20.3 | 20.0 | 12.9 | 15.8 | 29.5 | 15.6 |
| Treynor Ratio | NA | -0.14 | 0.1 | 0.08 | -0.18 | 0.33 | 0.19 | -0.04 | 0.51 |
| Alpha | NA | -0.11 | -0.03 | -0.03 | -0.12 | 0.0 | 0.01 | 0.0 | -0.05 |
| Beta | NA | 0.99 | 0.96 | 1.0 | 0.99 | 0.95 | 0.95 | 1.03 | 1.02 |
| RSquared | NA | 0.46 | 0.73 | 0.86 | 0.45 | 0.94 | 0.95 | 0.98 | 0.79 |
| Yield(%) | N/A | 2.1 | 6.4 | N/A | 2.1 | 7.6 | 7.1 | 4.2 | 0.0 |
| Dividend Growth(%) | N/A | -67.4 | N/A | N/A | -67.4 | 19.2 | 55.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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View Historical Data in an advanced chart |
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See Mid-Cap Growth Asset Class Trend Rankings |
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