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CAUIX: Columbia Acorn USA I (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/28/2010 |
Last Dividend Date: | 12/09/2014 |
12-Mo. Yield | 16.68% |
Expenses | 0.95% |
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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 | 10.9 | 14.2 | 15.7 | 5.6 | -17.1 | 32.9 | 19.1 | -4.9 | 16.6 |
Sharpe Ratio | NA | 0.71 | 0.9 | 0.75 | 1.68 | -0.79 | 2.32 | 1.1 | -0.15 | 5.2 |
Draw Down(%) | NA | 12.4 | 13.0 | 28.8 | 3.9 | 20.6 | 6.0 | 12.2 | 28.8 | 3.7 |
Standard Deviation(%) | NA | 15.3 | 15.8 | 20.8 | 15.2 | 22.6 | 14.2 | 17.4 | 32.5 | 15.3 |
Treynor Ratio | NA | 0.11 | 0.14 | 0.16 | 0.25 | -0.2 | 0.34 | 0.19 | -0.05 | 0.9 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.08 | -0.01 | 0.01 | -0.01 | 0.02 |
Beta | NA | 0.98 | 0.98 | 0.99 | 1.01 | 0.9 | 0.97 | 1.0 | 1.0 | 0.89 |
RSquared | NA | 0.95 | 0.96 | 0.96 | 0.94 | 0.42 | 0.96 | 0.96 | 0.98 | 0.71 |
Yield(%) | N/A | 16.7 | 12.3 | N/A | 0.0 | 17.0 | 9.9 | 9.5 | 0.6 | 0.0 |
Dividend Growth(%) | N/A | 101.2 | N/A | N/A | -100.0 | 101.2 | 15.9 | 1433.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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