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CREAX: COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 9.22 0.17(1.81%) April 30
Asset Class: | REAL ESTATE |
MyPlanIQ Rating: | (44%) |
Start Date: | 11/05/2002 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.02% |
Expenses | 1.25% |
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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 11/05/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | -8.3 | -0.3 | -0.2 | 3.6 | 5.4 | 9.7 | 7.1 | 8.1 | 15.9 | -25.3 | 41.6 | -3.7 | 28.1 | -7.4 | 4.8 | 5.0 | 4.4 | 29.1 | -0.3 | 16.9 | 6.6 | 26.0 | 26.9 | -34.6 | -16.9 | 33.5 | 6.9 | 30.8 | 34.9 | 2.5 |
Sharpe Ratio | NA | -1.45 | 0.01 | -0.11 | 0.08 | 0.21 | NA | NA | 0.26 | 0.58 | -1.08 | 2.75 | -0.09 | 2.15 | -0.54 | 0.43 | 0.29 | 0.25 | 2.55 | -0.02 | 1.21 | 0.22 | 0.99 | 0.43 | -0.51 | -0.77 | 2.07 | 0.34 | 1.95 | 3.0 | 1.61 |
Draw Down(%) | NA | 10.7 | 17.3 | 31.4 | 41.5 | 41.5 | NA | NA | 70.9 | 19.0 | 31.4 | 8.4 | 41.5 | 5.6 | 14.6 | 5.8 | 15.3 | 15.7 | 7.4 | 18.9 | 9.7 | 22.6 | 16.3 | 39.7 | 60.0 | 28.5 | 8.4 | 11.4 | 16.4 | 6.6 | 2.2 |
Standard Deviation(%) | NA | 17.7 | 18.8 | 20.7 | 25.5 | 20.8 | NA | NA | 27.7 | 20.3 | 24.9 | 15.1 | 42.1 | 12.4 | 16.3 | 9.9 | 16.7 | 17.2 | 11.4 | 15.6 | 14.0 | 29.3 | 26.3 | 62.1 | 69.6 | 26.0 | 14.7 | 14.1 | 15.3 | 11.4 | 10.7 |
Treynor Ratio | NA | -0.26 | 0.0 | -0.02 | 0.02 | 0.05 | NA | NA | 0.08 | 0.12 | -0.27 | 0.44 | -0.04 | 0.27 | -0.09 | 0.04 | 0.05 | 0.04 | 0.3 | 0.0 | 0.17 | 0.07 | 0.28 | 0.29 | -0.38 | -0.2 | 0.3 | 0.05 | 0.35 | 0.36 | 0.18 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 |
Beta | NA | 0.98 | 0.99 | 0.98 | 0.97 | 0.97 | NA | NA | 0.94 | 0.99 | 0.99 | 0.95 | 0.96 | 1.0 | 0.99 | 0.94 | 0.97 | 0.99 | 0.98 | 0.99 | 1.02 | 0.97 | 0.94 | 0.93 | 0.93 | 1.0 | 1.0 | 0.88 | 0.84 | 0.95 | 0.94 |
RSquared | NA | 0.98 | 0.97 | 0.96 | 0.97 | 0.97 | NA | NA | 0.98 | 0.97 | 0.98 | 0.89 | 0.97 | 0.97 | 0.98 | 0.94 | 0.98 | 0.98 | 0.96 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.95 | 0.94 | 0.92 | 0.72 |
Yield(%) | N/A | 0.0 | 26.1 | 11.5 | 10.5 | 9.0 | 13.9 | 9.0 | N/A | 28.1 | 4.0 | 8.5 | 6.6 | 13.8 | 7.0 | 13.6 | 4.6 | 7.9 | 5.9 | 9.2 | 3.8 | 4.0 | 2.6 | 4.5 | 3.3 | 38.6 | 22.2 | 15.4 | 14.4 | 4.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 380.3 | 38.8 | 25.1 | -50.6 | N/A | N/A | N/A | 396.9 | -35.6 | 13.5 | -45.4 | 68.0 | -53.8 | 204.3 | -46.1 | 66.2 | -42.1 | 177.1 | -5.9 | 96.2 | -27.8 | -18.2 | -95.8 | 89.5 | 36.4 | 22.2 | 338.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2002
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