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CMGVX: COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R5 (MUTUAL FUND)
Basic Info 31.21 0.25(0.79%) July 08
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 03/08/2011 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 12.97% |
| Expenses | 0.88% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/08/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 11.5 | 27.9 | 21.8 | 12.4 | 11.4 | 11.1 | 10.7 | 25.3 | -31.2 | -3.7 | 16.9 | 35.3 | -5.1 | 23.0 | 2.3 | 5.1 | 7.4 | 31.3 | 11.2 | -9.9 |
| Sharpe Ratio | NA | 0.73 | 0.95 | 0.8 | 0.42 | 0.44 | 0.47 | 0.2 | 1.22 | -0.9 | -0.13 | 0.46 | 2.33 | -0.34 | 2.58 | 0.13 | 0.32 | 0.49 | 2.38 | 0.72 | -0.39 |
| Draw Down(%) | NA | 27.3 | 27.3 | 27.3 | 43.3 | 43.3 | 43.3 | 18.4 | 16.6 | 38.3 | 28.0 | 34.5 | 8.1 | 22.6 | 3.6 | 15.9 | 11.9 | 11.2 | 6.6 | 13.0 | 26.9 |
| Standard Deviation(%) | NA | 32.6 | 27.4 | 23.5 | 25.1 | 22.6 | 21.5 | 20.6 | 17.4 | 36.3 | 29.3 | 36.1 | 14.5 | 18.8 | 8.7 | 15.8 | 15.6 | 15.2 | 13.1 | 15.7 | 30.9 |
| Treynor Ratio | NA | 0.2 | 0.22 | 0.17 | 0.09 | 0.1 | 0.1 | 0.04 | 0.21 | -0.29 | -0.03 | 0.18 | 0.34 | -0.06 | 0.22 | 0.02 | 0.05 | 0.07 | 0.32 | 0.12 | -0.12 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | -0.09 | -0.04 | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 | -0.03 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.18 | 1.18 | 1.1 | 1.11 | 1.04 | 1.03 | 1.1 | 1.0 | 1.12 | 1.14 | 0.91 | 1.01 | 1.01 | 1.01 | 0.98 | 0.97 | 1.09 | 0.97 | 0.96 | 1.01 |
| RSquared | NA | 0.93 | 0.93 | 0.94 | 0.94 | 0.94 | 0.95 | 0.66 | 0.94 | 0.98 | 0.55 | 0.82 | 0.93 | 0.96 | 0.9 | 0.97 | 0.96 | 0.96 | 0.97 | 0.97 | 0.99 |
| Yield(%) | N/A | 0.0 | 13.0 | 5.9 | 10.3 | 10.1 | N/A | 14.3 | 0.0 | 0.0 | 20.4 | 17.6 | 10.3 | 19.8 | 14.1 | 6.0 | 15.5 | 16.1 | 11.5 | 3.1 | 2.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -72.4 | -17.2 | N/A | N/A | N/A | N/A | -100.0 | 31.6 | 116.6 | -60.9 | 52.2 | 131.9 | -65.4 | -11.4 | 60.9 | 311.2 | -7.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2011
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