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CIDUX: COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS K (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/08/2011 |
Last Dividend Date: | 12/06/2017 |
12-Mo. Yield | 7.24% |
Expenses | 0.47% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/08/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 4.5 | 8.3 | 12.6 | 3.8 | 12.8 | 25.9 | -2.5 | 5.2 | 40.6 | 15.9 | -6.6 |
Sharpe Ratio | NA | 1.32 | 0.77 | 0.89 | 0.67 | 1.15 | 0.98 | 1.45 | -0.16 | 0.34 | 2.84 | 0.97 | -0.23 |
Draw Down(%) | NA | 8.8 | 20.4 | 20.4 | 27.8 | 8.8 | 6.7 | 12.4 | 13.4 | 11.9 | 5.1 | 11.8 | 27.8 |
Standard Deviation(%) | NA | 13.4 | 15.6 | 15.4 | 18.6 | 18.3 | 12.5 | 17.6 | 15.9 | 15.2 | 14.3 | 16.5 | 34.0 |
Treynor Ratio | NA | 0.16 | 0.12 | 0.13 | 0.12 | 0.2 | 0.11 | 0.25 | -0.03 | 0.05 | 0.4 | 0.16 | -0.08 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 |
Beta | NA | 1.09 | 1.03 | 1.04 | 1.02 | 1.03 | 1.15 | 1.02 | 1.01 | 1.04 | 1.03 | 1.0 | 1.0 |
RSquared | NA | 0.89 | 0.93 | 0.94 | 0.96 | 0.96 | 0.88 | 0.95 | 0.95 | 0.94 | 0.96 | 0.98 | 0.99 |
Yield(%) | N/A | 7.7 | 8.2 | 9.1 | N/A | 0.0 | 7.6 | 8.6 | 9.7 | 8.0 | 7.3 | 6.9 | 3.2 |
Dividend Growth(%) | N/A | 7.1 | 31.9 | N/A | N/A | -100.0 | 7.1 | -23.5 | 19.5 | 38.1 | 17.5 | 96.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2011
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