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CATIX: COLUMBIA ACORN EMERGING MARKETS FUND COLUMBIA ACORN EMERGING MARKETS FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/19/2011 |
Last Dividend Date: | 12/07/2016 |
12-Mo. Yield | 1.08% |
Expenses | 1.31% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/19/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.6 | 2.8 | 11.7 | -2.8 | -17.9 | -4.0 | 12.1 | 31.4 | -7.1 |
Sharpe Ratio | NA | 0.82 | -0.33 | 0.1 | 0.2 | 7.77 | -0.22 | -1.24 | -0.42 | 1.12 | 2.28 | -0.72 |
Draw Down(%) | NA | 13.5 | 33.4 | 33.4 | 33.4 | 0.9 | 13.5 | 24.8 | 11.4 | 11.8 | 14.5 | 19.5 |
Standard Deviation(%) | NA | 11.5 | 12.6 | 12.5 | 13.7 | 8.0 | 13.6 | 14.5 | 9.6 | 10.7 | 13.8 | 25.3 |
Treynor Ratio | NA | 0.13 | -0.06 | 0.02 | 0.04 | 0.95 | -0.04 | -0.25 | -0.07 | 0.19 | 0.41 | -0.24 |
Alpha | NA | -0.03 | -0.03 | -0.01 | 0.0 | 0.06 | -0.04 | -0.03 | -0.02 | 0.06 | 0.06 | -0.05 |
Beta | NA | 0.74 | 0.69 | 0.7 | 0.72 | 0.66 | 0.71 | 0.72 | 0.6 | 0.64 | 0.78 | 0.77 |
RSquared | NA | 0.76 | 0.78 | 0.78 | 0.81 | 0.54 | 0.82 | 0.82 | 0.66 | 0.72 | 0.85 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2011
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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