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CIDIX: Columbia Mid Cap Index I (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/28/2010 |
Last Dividend Date: | 06/24/2014 |
12-Mo. Yield | 1.75% |
Expenses | 0.08% |
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Performance Analytics (As of 12/16/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 09/28/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.6 | 3.4 | 17.3 | 13.8 | 0.1 | 33.2 | 17.8 | -2.0 | 12.1 |
Sharpe Ratio | NA | 0.25 | 1.21 | 0.74 | 0.0 | 2.51 | 1.17 | -0.07 | 4.25 |
Draw Down(%) | NA | 10.6 | 11.2 | 26.3 | 10.6 | 7.3 | 11.2 | 26.3 | 3.5 |
Standard Deviation(%) | NA | 13.6 | 14.3 | 18.7 | 13.6 | 13.2 | 15.2 | 28.8 | 12.8 |
Treynor Ratio | NA | 0.03 | 0.17 | 0.13 | 0.0 | 0.32 | 0.18 | -0.02 | 0.57 |
Alpha | NA | -0.04 | -0.02 | -0.01 | -0.04 | -0.01 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.04 | 1.03 | 1.04 | 1.03 | 1.03 | 1.01 | 1.05 | 0.96 |
RSquared | NA | 0.82 | 0.92 | 0.95 | 0.83 | 0.95 | 0.97 | 0.97 | 0.94 |
Yield(%) | N/A | 1.8 | 5.2 | N/A | 1.7 | 5.4 | 6.7 | 5.5 | 0.0 |
Dividend Growth(%) | N/A | -60.8 | N/A | N/A | -60.8 | -10.1 | 12.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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See MID-CAP BLEND Asset Class Trend Rankings |
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