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CHGAX: Columbia Conservative High Yield A (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/2002 |
Last Dividend Date: | 02/28/2011 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/05/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 12.0 | 8.0 | 5.8 | 6.3 | 3.0 | 12.1 | 34.7 | -20.2 | 2.1 | 5.9 | 2.4 | 7.2 | 11.2 | 1.9 |
Sharpe Ratio | NA | 3.25 | 1.22 | 0.83 | 1.11 | 5.69 | 3.0 | 6.07 | -2.55 | -0.22 | 1.1 | 0.1 | 2.22 | 3.62 | 6.08 |
Draw Down(%) | NA | 4.1 | 26.8 | 27.1 | 27.1 | 0.4 | 4.1 | 6.1 | 26.8 | 6.4 | 2.8 | 3.8 | 4.4 | 4.2 | 0.6 |
Standard Deviation(%) | NA | 3.7 | 6.3 | 5.4 | 4.5 | 2.2 | 4.0 | 5.7 | 8.3 | 3.9 | 2.4 | 2.7 | 2.8 | 2.9 | 2.1 |
Treynor Ratio | NA | 0.17 | 0.09 | 0.05 | 0.06 | 0.26 | 0.16 | 0.42 | -0.25 | -0.01 | 0.03 | 0.0 | 0.08 | 0.16 | 0.32 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.69 | 0.82 | 0.83 | 0.8 | 0.48 | 0.74 | 0.83 | 0.83 | 0.87 | 0.77 | 0.76 | 0.76 | 0.65 | 0.4 |
RSquared | NA | 0.63 | 0.79 | 0.79 | 0.77 | 0.41 | 0.68 | 0.8 | 0.81 | 0.81 | 0.69 | 0.73 | 0.75 | 0.58 | 0.33 |
Yield(%) | N/A | 5.7 | 6.2 | 5.8 | N/A | 1.0 | 6.7 | 8.3 | 6.1 | 6.3 | 5.9 | 5.7 | 5.7 | 6.2 | 0.0 |
Dividend Growth(%) | N/A | -18.9 | -4.6 | N/A | N/A | -84.0 | 0.0 | 2.0 | -7.5 | 6.0 | 0.0 | 0.0 | -3.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2002
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