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CCSZX: COLUMBIA COMMODITY STRATEGY FUND COLUMBIA COMMODITY STRATEGY FUND CLASS Z (MUTUAL FUND)
Basic Info 9.35 0.11(1.19%) March 28
Asset Class: | COMMODITIES BROAD BASKET |
MyPlanIQ Rating: | (1%) |
Start Date: | 06/20/2012 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 4.40% |
Expenses | 0.71% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 4.4 | 3.1 | 11.1 | 8.2 | -1.0 | -0.9 | -6.9 | 15.8 | 32.2 | -1.2 | 7.5 | -14.0 | 1.7 | 12.3 | -23.8 | -21.2 | -10.9 | 8.8 |
Sharpe Ratio | NA | 1.19 | 0.02 | 0.46 | 0.38 | -0.14 | -0.13 | -0.87 | 0.59 | 1.97 | -0.09 | 0.57 | -1.31 | 0.12 | 0.82 | -1.51 | -2.04 | -1.11 | 1.27 |
Draw Down(%) | NA | 3.1 | 9.7 | 27.9 | 27.9 | 56.2 | 61.3 | 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 | 9.2 | 11.9 | 18.3 | 16.7 | 14.8 | 14.3 | 12.9 | 24.5 | 16.4 | 15.7 | 10.7 | 11.7 | 9.3 | 14.8 | 15.7 | 10.4 | 9.8 | 13.7 |
Treynor Ratio | NA | 0.15 | 0.0 | 0.11 | 0.09 | -0.03 | -0.02 | -0.17 | 0.18 | 0.45 | -0.02 | 0.09 | -0.24 | 0.02 | 0.16 | -0.29 | -0.27 | -0.13 | 0.21 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 |
Beta | NA | 0.73 | 0.75 | 0.78 | 0.73 | 0.74 | 0.74 | 0.66 | 0.81 | 0.72 | 0.64 | 0.7 | 0.64 | 0.62 | 0.77 | 0.82 | 0.8 | 0.83 | 0.83 |
RSquared | NA | 0.79 | 0.82 | 0.78 | 0.77 | 0.78 | 0.78 | 0.74 | 0.76 | 0.76 | 0.78 | 0.77 | 0.64 | 0.68 | 0.86 | 0.87 | 0.79 | 0.8 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2012
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See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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