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CRED: Columbia Research Enhanced Real Estate ETF (ETF)
Basic Info
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 01/12/2007 |
| Last Dividend Date: | 07/02/2018 |
| 12-Mo. Yield | 3.06% |
| Expenses | 0.33% |
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Performance Analytics (As of 07/31/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/12/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -1.0 | 1.9 | 2.7 | 4.6 | 4.4 | -2.4 | 3.6 | 5.3 | -1.5 | 8.2 | -2.2 | 7.3 | 9.1 | 8.4 | 11.1 | 0.2 | 5.0 |
| Sharpe Ratio | NA | -0.67 | 0.37 | 0.62 | 0.59 | 0.54 | -1.66 | 0.86 | 1.27 | -0.31 | 2.51 | -0.52 | 1.97 | 1.63 | 1.47 | 1.17 | -0.04 | 0.44 |
| Draw Down(%) | NA | 4.1 | 5.0 | 5.0 | 21.0 | 22.2 | 3.9 | 2.0 | 5.0 | 5.0 | 1.9 | 7.1 | 1.8 | 2.4 | 4.7 | 7.0 | 22.2 | 3.2 |
| Standard Deviation(%) | NA | 3.0 | 3.8 | 3.9 | 7.4 | 7.3 | 3.2 | 3.5 | 4.0 | 5.0 | 3.2 | 4.3 | 3.7 | 5.6 | 5.6 | 9.4 | 18.4 | 5.1 |
| Treynor Ratio | NA | 1.26 | -0.45 | -0.65 | -4.14 | -1.7 | 6.54 | -0.28 | -2.07 | 0.28 | -1.21 | -0.46 | -0.84 | -1.34 | -0.87 | -5.57 | -0.31 | -0.24 |
| Alpha | NA | -0.01 | 0.01 | 0.01 | 0.02 | 0.02 | -0.02 | 0.02 | 0.02 | -0.01 | 0.03 | -0.01 | 0.03 | 0.04 | 0.04 | 0.05 | 0.01 | 0.01 |
| Beta | NA | -0.02 | -0.03 | -0.04 | -0.01 | -0.02 | -0.01 | -0.11 | -0.02 | -0.06 | -0.07 | 0.05 | -0.09 | -0.07 | -0.1 | -0.02 | 0.02 | -0.09 |
| RSquared | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.01 | 0.03 | 0.06 | 0.02 | 0.09 | 0.08 | 0.09 | 0.0 | 0.0 | 0.09 |
| Yield(%) | N/A | 3.1 | 3.1 | 3.2 | 4.0 | N/A | 1.6 | 3.1 | 2.9 | 3.1 | 3.5 | 3.3 | 3.4 | 4.3 | 4.7 | 5.2 | 4.8 | 5.2 |
| Dividend Growth(%) | N/A | 10.5 | -6.6 | -21.3 | N/A | N/A | -48.5 | 8.1 | -9.3 | -7.0 | -1.5 | 3.3 | -18.4 | -5.8 | -4.6 | 2.1 | -6.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2007
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