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CCSZX: COLUMBIA COMMODITY STRATEGY FUND COLUMBIA COMMODITY STRATEGY FUND CLASS Z (MUTUAL FUND)
Basic Info 9.39 0.02(0.21%) July 03
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 06/20/2012 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 8.03% |
| Expenses | 0.71% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 6.5 | 5.3 | 1.0 | 14.0 | 2.7 | -0.1 | 7.1 | -6.9 | 15.8 | 32.0 | -1.2 | 7.5 | -14.0 | 1.7 | 12.3 | -23.8 | -21.2 | -10.9 | 8.8 |
| Sharpe Ratio | NA | 0.67 | 0.15 | -0.16 | 0.73 | 0.09 | -0.08 | 0.04 | -0.87 | 0.59 | 1.95 | -0.09 | 0.57 | -1.31 | 0.12 | 0.82 | -1.51 | -2.04 | -1.11 | 1.27 |
| Draw Down(%) | NA | 10.5 | 10.5 | 20.9 | 27.9 | 39.5 | 61.3 | 11.2 | 12.1 | 20.8 | 10.3 | 26.6 | 7.1 | 17.2 | 11.2 | 8.5 | 26.8 | 26.5 | 16.0 | 8.1 |
| Standard Deviation(%) | NA | 15.3 | 13.8 | 15.0 | 16.4 | 14.9 | 14.2 | 11.4 | 12.9 | 24.5 | 16.4 | 15.8 | 10.7 | 11.7 | 9.3 | 14.8 | 15.7 | 10.4 | 9.8 | 13.7 |
| Treynor Ratio | NA | 0.14 | 0.03 | -0.03 | 0.16 | 0.02 | -0.02 | 0.01 | -0.15 | 0.18 | 0.44 | -0.02 | 0.09 | -0.24 | 0.02 | 0.16 | -0.29 | -0.27 | -0.13 | 0.21 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 |
| Beta | NA | 0.74 | 0.72 | 0.76 | 0.75 | 0.73 | 0.74 | 0.73 | 0.75 | 0.81 | 0.72 | 0.64 | 0.7 | 0.64 | 0.62 | 0.77 | 0.82 | 0.8 | 0.83 | 0.83 |
| RSquared | NA | 0.77 | 0.78 | 0.79 | 0.77 | 0.77 | 0.78 | 0.79 | 0.83 | 0.77 | 0.76 | 0.77 | 0.77 | 0.64 | 0.68 | 0.86 | 0.87 | 0.79 | 0.8 | 0.88 |
| Yield(%) | N/A | 0.0 | 8.0 | 18.9 | 91.3 | 28.3 | N/A | 8.7 | 4.0 | 57.1 | 34.9 | 0.5 | 1.2 | 13.5 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 96.7 | 72.8 | 1955.5 | N/A | N/A | 96.7 | -95.8 | 55.6 | 26521.7 | -52.1 | -93.7 | 15236.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2012
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