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CBALX: COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Z (MUTUAL FUND)
Basic Info 51.08 0.18(0.35%) May 14
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (89%) |
Start Date: | 06/20/1996 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 2.25% |
Expenses | 1.67% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 6.6 | 19.9 | 5.6 | 10.4 | 8.5 | 10.4 | 8.4 | 7.9 | 21.5 | -16.6 | 14.9 | 17.9 | 23.0 | -5.7 | 14.3 | 6.4 | 1.9 | 10.2 | 21.3 | 13.9 | 1.6 | 12.7 | 28.4 | -23.3 | 10.0 | 10.7 | 5.8 | 6.6 | 18.7 | -13.1 | -7.4 | 0.8 | 12.7 | 20.1 | 18.7 | 8.5 |
Sharpe Ratio | NA | 1.73 | 1.81 | 0.2 | 0.62 | 0.67 | NA | NA | 0.55 | 1.92 | -1.14 | 1.67 | 0.85 | 2.96 | -0.67 | 3.44 | 0.78 | 0.19 | 1.4 | 2.85 | 1.72 | 0.11 | 1.07 | 1.6 | -1.04 | 0.76 | 1.21 | 0.58 | 0.72 | 1.73 | -0.95 | -0.77 | -0.23 | 0.83 | 1.61 | 1.64 | 1.96 |
Draw Down(%) | NA | 3.8 | 7.5 | 20.9 | 22.7 | 22.7 | NA | NA | 34.5 | 7.5 | 20.9 | 3.8 | 22.7 | 3.7 | 13.0 | 1.2 | 5.8 | 7.7 | 4.9 | 4.7 | 6.4 | 12.7 | 10.9 | 16.0 | 33.1 | 5.3 | 4.8 | 4.6 | 7.5 | 7.4 | 20.7 | 18.4 | 10.7 | 8.1 | 12.4 | 5.5 | 4.2 |
Standard Deviation(%) | NA | 8.3 | 8.5 | 11.6 | 13.4 | 11.1 | NA | NA | 11.7 | 9.0 | 15.8 | 8.9 | 20.6 | 7.3 | 10.5 | 4.0 | 8.0 | 9.7 | 7.3 | 7.5 | 8.1 | 14.7 | 11.8 | 17.6 | 23.2 | 9.2 | 6.1 | 6.2 | 7.9 | 10.4 | 15.0 | 12.8 | 14.2 | 11.3 | 10.4 | 9.3 | 6.7 |
Treynor Ratio | NA | 0.14 | 0.16 | 0.02 | 0.08 | 0.07 | NA | NA | 0.06 | 0.19 | -0.18 | 0.15 | 0.18 | 0.21 | -0.07 | 0.15 | 0.06 | 0.02 | 0.1 | 0.2 | 0.13 | 0.01 | 0.11 | 0.27 | -0.25 | 0.07 | 0.09 | 0.04 | 0.05 | 0.17 | -0.13 | -0.1 | -0.03 | 0.1 | 0.23 | 0.19 | 0.19 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.01 | 0.03 | 0.01 | 0.03 |
Beta | NA | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | NA | NA | 0.99 | 0.93 | 0.98 | 1.02 | 0.99 | 1.01 | 1.06 | 0.93 | 1.01 | 1.08 | 1.07 | 1.07 | 1.09 | 1.07 | 1.11 | 1.04 | 0.98 | 0.99 | 0.87 | 0.9 | 1.07 | 1.09 | 1.07 | 0.97 | 0.97 | 0.98 | 0.73 | 0.81 | 0.69 |
RSquared | NA | 0.98 | 0.97 | 0.97 | 0.98 | 0.97 | NA | NA | 0.94 | 0.89 | 0.99 | 0.93 | 0.98 | 0.97 | 0.98 | 0.87 | 0.97 | 0.94 | 0.96 | 0.96 | 0.96 | 0.98 | 0.98 | 0.95 | 0.98 | 0.97 | 0.91 | 0.9 | 0.9 | 0.98 | 0.98 | 0.89 | 0.93 | 0.91 | 0.67 | 0.84 | 0.79 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.2 | 4.2 | 9.8 | 5.9 | 4.9 | 5.2 | 3.1 | 1.7 | 4.0 | 5.0 | 1.1 | 1.5 | 4.6 | 1.8 | 2.6 | 2.5 | 3.1 | 2.3 | 2.1 | 2.1 | 2.1 | 2.3 | 2.6 | 8.2 | 5.8 | 11.6 | 13.2 | 9.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -59.0 | -54.1 | 83.3 | 42.5 | -15.8 | 87.0 | 94.9 | -59.0 | -16.3 | 437.5 | -20.0 | -67.5 | 186.0 | -14.0 | -20.6 | -13.7 | 46.0 | 11.1 | 4.7 | 13.2 | -19.1 | -19.0 | -71.3 | 49.6 | -45.8 | -6.4 | 37.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/1992
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