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CGOAX: COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS A (MUTUAL FUND)
Basic Info 23.19 0.16(0.69%) May 10
Asset Class: | Small Growth |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/03/2005 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.49% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 11.4 | 25.6 | -4.0 | 10.4 | 12.6 | 13.8 | 10.3 | 25.9 | -36.8 | -2.4 | 69.9 | 40.7 | -2.3 | 28.3 | 12.6 | 2.5 | -5.6 | 40.0 | 12.0 | -5.4 | 30.9 | 37.4 | -43.0 | 21.2 | 16.4 | 0.7 |
Sharpe Ratio | NA | 1.62 | 1.19 | -0.23 | 0.3 | 0.47 | NA | 0.37 | 1.16 | -1.0 | -0.09 | 1.76 | 2.14 | -0.16 | 2.31 | 0.65 | 0.14 | -0.29 | 2.48 | 0.68 | -0.17 | 1.28 | 1.24 | -1.09 | 0.95 | 0.75 | 0.11 |
Draw Down(%) | NA | 9.0 | 15.5 | 49.9 | 52.6 | 52.6 | NA | 55.8 | 15.5 | 42.5 | 22.7 | 37.5 | 9.6 | 26.5 | 5.1 | 17.9 | 14.7 | 25.2 | 6.1 | 15.1 | 32.3 | 17.9 | 21.8 | 53.5 | 11.5 | 17.5 | 5.6 |
Standard Deviation(%) | NA | 19.3 | 18.2 | 27.5 | 29.7 | 24.7 | NA | 25.2 | 18.9 | 38.1 | 26.3 | 39.4 | 18.4 | 22.6 | 12.0 | 19.0 | 18.1 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 30.1 | 40.3 | 19.2 | 17.6 | 16.2 |
Treynor Ratio | NA | 0.31 | 0.23 | -0.06 | 0.08 | 0.11 | NA | 0.09 | 0.23 | -0.34 | -0.02 | 0.68 | 0.35 | -0.03 | 0.26 | 0.12 | 0.02 | -0.05 | 0.37 | 0.12 | -0.05 | 0.31 | 0.41 | -0.48 | 0.18 | 0.13 | 0.02 |
Alpha | NA | 0.08 | 0.03 | 0.0 | 0.01 | 0.01 | NA | 0.0 | 0.01 | -0.03 | -0.03 | 0.09 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | -0.04 | 0.04 | 0.02 | -0.08 |
Beta | NA | 1.02 | 0.94 | 1.09 | 1.07 | 1.08 | NA | 1.02 | 0.93 | 1.14 | 1.21 | 1.02 | 1.11 | 1.15 | 1.08 | 1.06 | 1.09 | 1.21 | 1.08 | 1.01 | 1.0 | 1.0 | 0.9 | 0.92 | 1.03 | 1.02 | 1.17 |
RSquared | NA | 0.92 | 0.92 | 0.93 | 0.94 | 0.94 | NA | 0.95 | 0.93 | 0.96 | 0.9 | 0.97 | 0.91 | 0.95 | 0.86 | 0.95 | 0.93 | 0.94 | 0.93 | 0.96 | 0.98 | 0.98 | 0.96 | 0.98 | 0.96 | 0.96 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 3.3 | 7.3 | 10.5 | 14.8 | N/A | 0.0 | 0.0 | 9.9 | 11.4 | 12.1 | 18.1 | 18.6 | 9.4 | 40.7 | 16.0 | 19.3 | 10.7 | 8.8 | 0.0 | 0.0 | 0.0 | 13.5 | 16.5 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -60.1 | -70.6 | N/A | N/A | N/A | N/A | -100.0 | 32.6 | 23.2 | -46.4 | 5.4 | 111.5 | -85.5 | 100.0 | -4.5 | 84.5 | 3.6 | N/A | N/A | N/A | -100.0 | -19.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2005
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