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CMVAX: Columbia Moderately Conserv 529 Port Ag (MUTUAL FUND)
Basic Info 24.03 0(0.0%) April 25
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (30%) |
Start Date: | 10/22/2013 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/22/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 0.1 | 6.7 | -0.2 | 3.5 | 3.6 | 3.7 | 10.6 | -12.8 | 6.1 | 9.4 | 12.2 | -2.6 | 7.8 | 5.3 | -0.9 | 4.6 | 1.1 | 28.3 | -37.8 | 0.8 | 13.8 | 8.5 |
Sharpe Ratio | NA | -0.93 | 0.4 | -0.05 | 0.05 | 0.09 | 0.1 | 1.08 | -1.48 | 0.07 | 0.93 | 3.18 | -0.77 | 3.23 | 1.17 | -0.2 | 1.28 | 2.09 | 0.96 | -1.01 | -0.14 | 1.08 | 0.63 |
Draw Down(%) | NA | 2.8 | 5.6 | 30.9 | 30.9 | 30.9 | 30.9 | 5.6 | 16.3 | 30.9 | 12.7 | 1.4 | 6.4 | 0.8 | 3.2 | 4.6 | 2.4 | 0.7 | 24.9 | 49.9 | 12.0 | 8.3 | 7.4 |
Standard Deviation(%) | NA | 5.7 | 5.7 | 50.7 | 39.6 | 28.2 | 27.5 | 5.9 | 9.6 | 87.8 | 9.8 | 3.4 | 5.1 | 2.2 | 4.4 | 4.7 | 3.6 | 2.8 | 29.5 | 38.2 | 15.2 | 9.8 | 10.9 |
Treynor Ratio | NA | -0.14 | 0.08 | -0.13 | 0.08 | 0.11 | 0.12 | 0.31 | -0.56 | -0.88 | 0.38 | 0.5 | -0.18 | 0.43 | 0.23 | -0.04 | 0.28 | 0.24 | 0.32 | -0.46 | -0.03 | 0.15 | 0.09 |
Alpha | NA | -0.02 | 0.0 | 0.04 | 0.03 | 0.02 | 0.02 | 0.01 | -0.04 | 0.18 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 | 0.01 | -0.02 |
Beta | NA | 0.38 | 0.28 | 0.19 | 0.22 | 0.22 | 0.22 | 0.21 | 0.26 | -0.07 | 0.24 | 0.22 | 0.22 | 0.17 | 0.22 | 0.26 | 0.16 | 0.24 | 0.88 | 0.83 | 0.87 | 0.69 | 0.79 |
RSquared | NA | 0.63 | 0.43 | 0.0 | 0.01 | 0.02 | 0.02 | 0.29 | 0.47 | 0.0 | 0.79 | 0.67 | 0.5 | 0.34 | 0.61 | 0.72 | 0.32 | 0.7 | 0.95 | 0.95 | 0.9 | 0.78 | 0.77 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2013
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