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CMTFX: COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 76.38 1.13(1.50%) May 02
Asset Class: | Technology |
MyPlanIQ Rating: | (56%) |
Start Date: | 12/01/2000 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.19% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/04/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 8.8 | 43.9 | 8.6 | 18.4 | 19.9 | 19.7 | 14.9 | 11.5 | 56.8 | -34.6 | 23.0 | 49.8 | 42.4 | -1.3 | 43.3 | 13.0 | 10.5 | 17.0 | 46.7 | 18.4 | -14.6 | 25.9 | 50.9 | -51.0 | 23.5 | 9.0 | 16.8 | 21.5 | 85.2 | -38.3 | -28.9 | -3.7 |
Sharpe Ratio | NA | 1.65 | 2.4 | 0.24 | 0.61 | 0.83 | NA | NA | 0.4 | 2.74 | -1.02 | 1.09 | 1.31 | 2.31 | -0.11 | 3.62 | 0.73 | 0.61 | 1.04 | 3.37 | 1.02 | -0.5 | 1.12 | 1.89 | -1.28 | 1.02 | 0.3 | 0.95 | 0.94 | 3.11 | -1.09 | -0.66 | -0.67 |
Draw Down(%) | NA | 8.8 | 11.6 | 39.4 | 39.4 | 39.4 | NA | NA | 68.2 | 11.6 | 38.8 | 12.8 | 30.5 | 10.5 | 23.9 | 6.0 | 15.9 | 12.6 | 10.2 | 4.7 | 15.2 | 26.9 | 15.4 | 14.7 | 57.8 | 12.0 | 22.9 | 17.5 | 22.0 | 15.7 | 50.5 | 53.0 | 23.3 |
Standard Deviation(%) | NA | 21.1 | 19.0 | 25.8 | 27.8 | 23.2 | NA | NA | 26.1 | 19.4 | 35.3 | 21.0 | 37.8 | 17.8 | 23.3 | 11.8 | 17.5 | 17.2 | 16.3 | 13.8 | 18.1 | 29.5 | 23.0 | 26.8 | 40.6 | 20.2 | 19.3 | 15.4 | 21.9 | 27.2 | 36.1 | 47.9 | 65.0 |
Treynor Ratio | NA | 0.33 | 0.45 | 0.06 | 0.17 | 0.19 | NA | NA | 0.1 | 0.52 | -0.35 | 0.22 | 0.53 | 0.42 | -0.03 | 0.42 | 0.12 | 0.11 | 0.15 | 0.47 | 0.18 | -0.13 | 0.24 | 0.55 | -0.54 | 0.19 | 0.05 | 0.14 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.07 | 0.04 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | -0.02 | -0.02 | 0.02 | -0.01 | -0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.05 | 0.01 | -0.06 | 0.04 | -0.01 | -0.07 | 0.03 | 0.0 | 0.05 | 0.09 | NA | NA | NA | NA |
Beta | NA | 1.04 | 1.02 | 1.03 | 0.98 | 0.98 | NA | NA | 1.0 | 1.01 | 1.03 | 1.03 | 0.93 | 0.97 | 0.98 | 1.01 | 1.03 | 0.92 | 1.11 | 1.0 | 1.05 | 1.12 | 1.09 | 0.93 | 0.97 | 1.08 | 1.12 | 1.03 | 1.01 | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.97 | 0.98 | 0.97 | NA | NA | 0.66 | 0.97 | 0.98 | 0.95 | 0.99 | 0.98 | 0.97 | 0.91 | 0.96 | 0.92 | 0.92 | 0.83 | 0.9 | 0.92 | 0.91 | 0.94 | 0.95 | 0.91 | 0.83 | 0.8 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.9 | 3.1 | 3.9 | 6.9 | 10.9 | 9.0 | N/A | 3.5 | 2.1 | 5.0 | 1.4 | 1.7 | 5.4 | 4.9 | 0.4 | 1.9 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2 | 0.0 | 6.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | 1.9 | 117.0 | 74.5 | 833.6 | N/A | N/A | N/A | 1.9 | -49.2 | 405.0 | 20.0 | -71.1 | 53.1 | 1312.5 | -77.1 | -59.3 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2000
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