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CCSZX: Columbia Commodity Strategy Z (MUTUAL FUND)
Basic Info 17.96 0.17(0.94%) January 15
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 06/20/2012 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.90% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | 3.4 | 3.1 | -2.1 | 2.9 | -5.3 | -1.2 | 7.5 | -14.0 | 1.7 | 12.3 | -23.8 | -21.2 | -10.9 | 8.8 |
| SR | NA | 8.45 | 0.18 | -0.24 | 0.17 | -0.45 | -0.09 | 0.57 | -1.31 | 0.12 | 0.81 | -1.51 | -2.04 | -1.11 | 1.27 |
| DD(%) | NA | 1.1 | 25.2 | 34.1 | 34.1 | 61.3 | 26.6 | 7.1 | 17.2 | 11.2 | 8.5 | 26.8 | 26.5 | 16.0 | 8.1 |
| SD(%) | NA | 15.6 | 16.0 | 13.0 | 12.7 | 12.6 | 15.7 | 10.7 | 11.7 | 9.3 | 14.8 | 15.7 | 10.4 | 9.8 | 13.7 |
| TR | NA | 2.23 | 0.05 | -0.05 | 0.03 | -0.08 | -0.02 | 0.09 | -0.24 | 0.02 | 0.16 | -0.29 | -0.27 | -0.13 | 0.21 |
| Alpha(%) | NA | 0.1 | 0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 |
| Beta(%) | NA | 0.59 | 0.64 | 0.65 | 0.67 | 0.72 | 0.64 | 0.7 | 0.64 | 0.62 | 0.77 | 0.82 | 0.8 | 0.83 | 0.83 |
| RS | NA | 0.58 | 0.77 | 0.73 | 0.76 | 0.79 | 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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