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CARIX: Columbia Acorn International I (MUTUAL FUND)
Basic Info
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/28/2010 |
Last Dividend Date: | 12/09/2014 |
12-Mo. Yield | 6.41% |
Expenses | 0.86% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | -0.3 | 9.0 | 7.5 | 4.5 | -4.2 | 22.4 | 21.7 | -14.0 | 7.9 |
Sharpe Ratio | NA | -0.03 | 0.85 | 0.52 | 1.88 | -0.46 | 2.37 | 1.65 | -0.63 | 2.52 |
Draw Down(%) | NA | 13.0 | 13.0 | 23.8 | 3.6 | 13.0 | 9.1 | 12.1 | 23.8 | 5.2 |
Standard Deviation(%) | NA | 9.2 | 10.6 | 14.4 | 10.9 | 9.1 | 9.4 | 13.3 | 22.3 | 13.4 |
Treynor Ratio | NA | 0.0 | 0.13 | 0.1 | 0.29 | -0.06 | 0.35 | 0.29 | -0.18 | 0.45 |
Alpha | NA | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.04 |
Beta | NA | 0.68 | 0.69 | 0.74 | 0.7 | 0.67 | 0.65 | 0.75 | 0.77 | 0.74 |
RSquared | NA | 0.83 | 0.88 | 0.92 | 0.86 | 0.84 | 0.84 | 0.93 | 0.96 | 0.92 |
Yield(%) | N/A | 6.4 | 5.9 | N/A | 0.0 | 6.5 | 7.6 | 2.5 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | -3.7 | N/A | N/A | -100.0 | -3.7 | 261.0 | -14.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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