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CMVCX: Columbia Moderately Conserv 529 Port C S (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/22/2013 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 06/24/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/22/2013 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 12.8 | 6.7 | 5.8 | 4.5 | 3.7 | 8.6 | 11.5 | -3.3 | 7.0 | 4.6 | -1.7 | 3.8 | 1.0 | 27.1 | -38.4 | -0.1 | 12.6 | 7.3 |
Sharpe Ratio | NA | 2.5 | 0.19 | 0.21 | 0.2 | 1.61 | 0.84 | 0.19 | -0.96 | 2.77 | 0.99 | -0.37 | 1.08 | 1.89 | 0.92 | -1.03 | -0.21 | 0.95 | 0.84 |
Draw Down(%) | NA | 3.0 | 15.8 | 15.8 | 15.8 | 1.9 | 12.7 | 15.8 | 6.9 | 0.8 | 3.2 | 5.0 | 2.5 | 0.8 | 25.0 | 50.4 | 12.3 | 8.6 | 7.5 |
Standard Deviation(%) | NA | 5.1 | 31.7 | 24.6 | 20.0 | 5.0 | 9.9 | 53.8 | 4.8 | 2.3 | 4.4 | 4.7 | 3.5 | 2.8 | 29.4 | 38.1 | 15.2 | 9.8 | 10.4 |
Treynor Ratio | NA | 0.44 | 0.23 | 0.22 | 0.17 | 0.28 | 0.34 | 0.35 | -0.27 | 0.39 | 0.2 | -0.07 | 0.23 | 0.22 | 0.31 | -0.47 | -0.04 | 0.13 | 0.11 |
Alpha | NA | 0.0 | 0.03 | 0.02 | 0.01 | 0.0 | 0.01 | 0.06 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | -0.02 | -0.02 | 0.01 | -0.04 |
Beta | NA | 0.29 | 0.25 | 0.24 | 0.24 | 0.29 | 0.25 | 0.29 | 0.17 | 0.16 | 0.22 | 0.26 | 0.16 | 0.24 | 0.88 | 0.83 | 0.87 | 0.69 | 0.79 |
RSquared | NA | 0.82 | 0.04 | 0.04 | 0.05 | 0.82 | 0.82 | 0.0 | 0.33 | 0.31 | 0.56 | 0.72 | 0.34 | 0.68 | 0.95 | 0.95 | 0.9 | 0.78 | 0.76 |
Yield(%) | N/A | 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 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2013
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