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CLIBX: COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/07/2005 |
Last Dividend Date: | 06/20/2017 |
12-Mo. Yield | 0.82% |
Expenses | 1.20% |
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Performance Analytics (As of 08/18/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/07/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 3.9 | 9.2 | 6.8 | 11.1 | 10.6 | 0.2 | 12.4 | 30.8 | 14.6 | 1.0 | 13.8 | 23.9 | -38.6 | 3.6 | 13.3 | 1.9 |
Sharpe Ratio | NA | 1.86 | 0.72 | 1.08 | 0.29 | 0.31 | 2.9 | 0.79 | 0.01 | 1.08 | 2.78 | 1.15 | 0.04 | 0.76 | 0.88 | -0.96 | 0.04 | 0.99 | 1.51 |
Draw Down(%) | NA | 4.6 | 13.6 | 13.6 | 56.9 | 56.9 | 2.7 | 10.4 | 12.1 | 7.4 | 5.7 | 9.8 | 19.1 | 15.8 | 27.3 | 48.2 | 10.0 | 7.6 | 1.9 |
Standard Deviation(%) | NA | 8.1 | 13.0 | 12.3 | 21.0 | 19.7 | 6.6 | 13.2 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 41.1 | 16.0 | 10.1 | 7.5 |
Treynor Ratio | NA | 0.15 | 0.09 | 0.13 | 0.06 | 0.06 | 0.2 | 0.1 | 0.0 | 0.12 | 0.31 | 0.15 | 0.01 | 0.14 | 0.24 | -0.39 | 0.01 | 0.1 | 0.12 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 |
Beta | NA | 0.97 | 0.99 | 1.0 | 1.0 | 1.0 | 0.93 | 0.99 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.99 | 0.97 |
RSquared | NA | 0.93 | 0.98 | 0.99 | 0.99 | 1.0 | 0.94 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 |
Yield(%) | N/A | 2.1 | 1.7 | 1.9 | 1.1 | N/A | 0.9 | 1.5 | 1.7 | 0.9 | 1.0 | 1.5 | 1.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 144.4 | 108.9 | 412.2 | N/A | N/A | -32.1 | -15.2 | 106.2 | 14.3 | -24.3 | 54.2 | 26.3 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2005
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