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CMSCX: COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Z (MUTUAL FUND)
Basic Info 24.6 0.23(0.94%) April 26
Asset Class: | Small Growth |
MyPlanIQ Rating: | (94%) |
Start Date: | 11/11/1998 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.24% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/12/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.8 | 7.2 | 24.2 | -8.6 | 9.7 | 12.0 | 14.2 | 10.3 | 10.7 | 26.2 | -36.6 | -2.2 | 70.3 | 41.0 | -2.0 | 28.7 | 12.8 | 2.9 | -5.4 | 40.4 | 12.2 | -5.2 | 31.2 | 37.7 | -42.8 | 21.6 | 16.7 | 13.1 | 9.6 | 44.3 | -26.4 | -14.2 | 6.4 | 63.5 | 9.7 |
Sharpe Ratio | NA | 1.04 | 1.13 | -0.39 | 0.27 | 0.44 | NA | NA | 0.38 | 1.17 | -1.0 | -0.09 | 1.77 | 2.15 | -0.15 | 2.37 | 0.66 | 0.16 | -0.28 | 2.5 | 0.69 | -0.16 | 1.3 | 1.25 | -1.08 | 0.97 | 0.77 | 0.69 | 0.46 | 2.31 | -1.14 | -0.62 | 0.07 | 3.36 | 6.41 |
Draw Down(%) | NA | 9.0 | 15.4 | 49.8 | 52.4 | 52.4 | NA | NA | 56.3 | 15.4 | 42.4 | 22.6 | 37.5 | 9.6 | 26.4 | 5.1 | 18.0 | 14.7 | 25.0 | 6.1 | 15.1 | 32.2 | 17.8 | 21.7 | 53.4 | 11.4 | 17.4 | 10.9 | 22.3 | 8.7 | 34.0 | 35.2 | 30.1 | 16.1 | 4.2 |
Standard Deviation(%) | NA | 19.6 | 18.2 | 27.7 | 29.7 | 24.6 | NA | NA | 24.7 | 18.9 | 38.2 | 26.3 | 39.4 | 18.4 | 22.6 | 11.9 | 19.0 | 18.1 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 30.1 | 40.2 | 19.3 | 17.6 | 15.8 | 19.0 | 18.8 | 24.1 | 26.9 | 34.9 | 17.9 | 14.9 |
Treynor Ratio | NA | 0.2 | 0.22 | -0.1 | 0.08 | 0.1 | NA | NA | 0.09 | 0.24 | -0.33 | -0.02 | 0.68 | 0.36 | -0.03 | 0.26 | 0.12 | 0.03 | -0.05 | 0.37 | 0.12 | -0.05 | 0.31 | 0.42 | -0.47 | 0.18 | 0.13 | 0.11 | 0.09 | 0.47 | -0.29 | -0.17 | 0.03 | 0.61 | 1.46 |
Alpha | NA | 0.07 | 0.02 | -0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | -0.02 | -0.03 | 0.09 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.04 | 0.04 | 0.02 | 0.02 | -0.02 | 0.01 | -0.06 | -0.06 | 0.04 | 0.13 | 0.05 |
Beta | NA | 1.03 | 0.95 | 1.1 | 1.08 | 1.08 | NA | NA | 1.0 | 0.93 | 1.14 | 1.21 | 1.02 | 1.11 | 1.15 | 1.08 | 1.06 | 1.09 | 1.21 | 1.08 | 1.01 | 1.0 | 0.99 | 0.9 | 0.92 | 1.03 | 1.02 | 1.03 | 1.01 | 0.93 | 0.93 | 1.01 | 0.91 | 1.0 | 0.65 |
RSquared | NA | 0.94 | 0.93 | 0.93 | 0.94 | 0.94 | NA | NA | 0.93 | 0.93 | 0.96 | 0.9 | 0.97 | 0.91 | 0.96 | 0.87 | 0.96 | 0.93 | 0.94 | 0.93 | 0.97 | 0.98 | 0.98 | 0.96 | 0.98 | 0.96 | 0.96 | 0.94 | 0.96 | 0.93 | 0.93 | 0.9 | 0.86 | 0.74 | 0.56 |
Yield(%) | N/A | 0.0 | 0.0 | 2.8 | 7.0 | 10.4 | 15.6 | 10.3 | N/A | 0.0 | 0.0 | 9.3 | 10.9 | 11.6 | 17.3 | 18.0 | 9.2 | 39.7 | 15.7 | 19.3 | 10.7 | 9.0 | 0.0 | 0.0 | 0.0 | 13.7 | 16.5 | 3.5 | 0.0 | 0.0 | 0.2 | 0.0 | 11.2 | 2.8 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -60.2 | -70.0 | 46.6 | N/A | N/A | N/A | N/A | -100.0 | 31.7 | 23.1 | -45.7 | 5.3 | 109.2 | -85.1 | 100.0 | -5.9 | 86.0 | 1.4 | N/A | N/A | N/A | -100.0 | -18.0 | 431.5 | N/A | N/A | -100.0 | N/A | -100.0 | 533.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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