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CREEX: COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z (MUTUAL FUND)
Basic Info 11.36 0.16(1.39%) December 02
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 06/28/1994 |
| Last Dividend Date: | 06/14/2024 |
| 12-Mo. Yield | 27.34% |
| Expenses | 1.25% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 15.3 | 27.2 | 2.5 | 6.3 | 7.0 | 9.8 | 7.3 | 9.5 | 16.2 | -25.1 | 41.9 | -3.5 | 28.4 | -7.2 | 5.3 | 5.2 | 4.6 | 29.4 | -0.1 | 17.3 | 6.8 | 26.3 | 27.3 | -34.5 | -16.7 | 33.9 | 7.2 | 31.2 | 35.5 | 2.6 | 5.4 | 28.8 | -2.6 | -15.6 | 29.9 | 37.9 | 13.3 | -1.0 |
| Sharpe Ratio | NA | 0.74 | 1.44 | -0.05 | 0.17 | 0.26 | NA | NA | 0.32 | 0.6 | -1.07 | 2.78 | -0.09 | 2.18 | -0.53 | 0.48 | 0.3 | 0.27 | 2.58 | -0.01 | 1.24 | 0.23 | 1.0 | 0.44 | -0.51 | -0.76 | 2.09 | 0.36 | 1.98 | 3.04 | 0.11 | 0.28 | 2.23 | -0.58 | -1.18 | 2.65 | 5.58 | 1.46 | -0.63 |
| Draw Down(%) | NA | 10.6 | 10.8 | 31.2 | 41.4 | 41.4 | NA | NA | 70.8 | 18.9 | 31.2 | 8.4 | 41.4 | 5.5 | 14.6 | 5.8 | 15.2 | 15.6 | 7.3 | 18.9 | 9.7 | 22.6 | 16.3 | 39.7 | 60.0 | 28.3 | 8.4 | 11.3 | 16.4 | 6.6 | 19.0 | 14.9 | 8.7 | 17.7 | 25.0 | 7.2 | 4.8 | 4.2 | 10.4 |
| Standard Deviation(%) | NA | 15.7 | 16.4 | 20.7 | 25.6 | 20.9 | NA | NA | 24.1 | 20.2 | 24.9 | 15.1 | 42.1 | 12.4 | 16.2 | 9.9 | 16.6 | 17.2 | 11.4 | 15.6 | 14.0 | 29.4 | 26.3 | 62.0 | 69.7 | 26.1 | 14.7 | 14.1 | 15.3 | 11.4 | 13.8 | 11.2 | 11.1 | 10.1 | 16.1 | 9.9 | 6.1 | 6.5 | 8.5 |
| Treynor Ratio | NA | 0.12 | 0.24 | -0.01 | 0.04 | 0.06 | NA | NA | 0.08 | 0.12 | -0.27 | 0.44 | -0.04 | 0.27 | -0.09 | 0.05 | 0.05 | 0.05 | 0.3 | 0.0 | 0.17 | 0.07 | 0.28 | 0.29 | -0.38 | -0.2 | 0.31 | 0.06 | 0.36 | 0.37 | 0.02 | 0.03 | 0.25 | -0.06 | -0.21 | 0.32 | 0.45 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 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 | 0.01 | 0.0 | -0.02 | 0.02 | 0.03 | 0.02 | 0.06 | 0.05 | NA | NA |
| 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 | 0.95 | 0.97 | 0.99 | 0.98 | 1.0 | 1.02 | 0.97 | 0.94 | 0.93 | 0.93 | 1.01 | 1.0 | 0.88 | 0.84 | 0.95 | 0.9 | 0.99 | 0.98 | 0.9 | 0.88 | 0.82 | 0.77 | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | NA | NA | 0.97 | 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 | 0.94 | 0.86 | 0.91 | 0.73 | 0.68 | 0.59 | 0.39 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.3 | 26.1 | 10.0 | 9.9 | 8.4 | 11.4 | 7.2 | N/A | 28.3 | 4.2 | 8.8 | 6.8 | 14.0 | 7.1 | 14.1 | 4.9 | 8.1 | 6.2 | 9.4 | 4.0 | 4.2 | 2.9 | 4.7 | 3.5 | 38.8 | 22.4 | 15.6 | 14.7 | 4.8 | 3.9 | 4.5 | 5.6 | 5.2 | 4.0 | 8.2 | 9.7 | 4.6 | 2.6 |
| Dividend Growth(%) | N/A | -92.7 | 785.6 | 42.0 | 22.0 | -49.6 | N/A | N/A | N/A | 376.7 | -34.6 | 13.2 | -44.2 | 66.7 | -54.2 | 196.6 | -44.3 | 63.4 | -41.0 | 169.1 | -5.6 | 86.2 | -23.3 | -18.4 | -95.6 | 88.1 | 36.0 | 21.6 | 294.0 | 23.0 | -11.3 | -2.0 | -1.3 | 8.4 | -42.0 | 5.5 | 132.5 | 69.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See REAL ESTATE Asset Class Trend Rankings |
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Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR® Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate Capped ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) 1.87% (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) 1.89% (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) 1.44% (99%)
- NRO (Neuberger Berman RE Securities IF) 2.05% (98%)
- JRS (Nuveen Real Estate Fund) 1.87% (97%)
- PGZ (Principal Real Estate Income Closed Fund) 0.19% (94%)
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