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COGZX: COLUMBIA SELECT GLOBAL GROWTH FUND COLUMBIA SELECT GLOBAL GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/02/2008 |
Last Dividend Date: | 06/19/2020 |
12-Mo. Yield | 3.49% |
Expenses | 1.03% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/02/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 35.6 | 15.1 | 12.9 | 13.3 | 8.8 | 22.0 | 36.9 | -14.5 | 34.0 | -5.8 | 1.3 | 3.4 | 39.9 | 20.6 | -12.1 | 24.5 | 34.3 | -40.7 |
Sharpe Ratio | NA | 0.89 | 0.59 | 0.5 | 0.67 | 0.36 | 1.06 | 2.04 | -0.69 | 3.41 | -0.33 | 0.08 | 0.26 | 3.47 | 1.46 | -0.46 | 1.1 | 1.17 | -1.14 |
Draw Down(%) | NA | 31.3 | 31.3 | 31.3 | 31.3 | 56.0 | 31.3 | 9.6 | 30.1 | 4.8 | 20.0 | 13.0 | 9.1 | 5.8 | 12.2 | 26.6 | 15.3 | 26.5 | 52.1 |
Standard Deviation(%) | NA | 33.1 | 24.8 | 21.8 | 19.5 | 23.2 | 43.2 | 17.4 | 22.8 | 9.8 | 18.2 | 15.2 | 13.1 | 11.5 | 14.2 | 26.3 | 22.2 | 29.3 | 48.1 |
Treynor Ratio | NA | 0.27 | 0.12 | 0.1 | 0.13 | 0.09 | 0.43 | 0.25 | -0.11 | 0.32 | -0.07 | 0.02 | 0.04 | 0.52 | 0.27 | -0.13 | 0.26 | 0.36 | -0.62 |
Alpha | NA | 0.11 | 0.05 | 0.03 | 0.03 | 0.03 | 0.22 | 0.02 | 0.03 | 0.02 | -0.04 | 0.02 | 0.03 | 0.09 | 0.02 | 0.01 | 0.05 | 0.0 | -0.02 |
Beta | NA | 1.08 | 1.16 | 1.08 | 0.98 | 0.95 | 1.07 | 1.42 | 1.41 | 1.04 | 0.89 | 0.81 | 0.95 | 0.76 | 0.78 | 0.96 | 0.94 | 0.95 | 0.89 |
RSquared | NA | 0.86 | 0.79 | 0.75 | 0.76 | 0.81 | 0.89 | 0.72 | 0.7 | 0.57 | 0.68 | 0.67 | 0.62 | 0.66 | 0.77 | 0.9 | 0.81 | 0.89 | 0.88 |
Yield(%) | N/A | 3.5 | 1.8 | 2.6 | 5.0 | N/A | 0.5 | 3.9 | 1.3 | 0.0 | 6.0 | 1.8 | 10.3 | 4.9 | 0.0 | 1.2 | 1.0 | 0.7 | 0.0 |
Dividend Growth(%) | N/A | 263.6 | -43.8 | -18.1 | N/A | N/A | -84.3 | 146.3 | N/A | -100.0 | 232.2 | -83.9 | 174.0 | N/A | -100.0 | 53.8 | 81.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2008
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