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CSGYX: Columbia Small Cap Growth I Y (MUTUAL FUND)
Basic Info 36.88 0.19(0.52%) September 17
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 07/21/2009 |
| Last Dividend Date: | 12/07/2020 |
| 12-Mo. Yield | 6.20% |
| Expenses | 0.87% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 10.3 | 45.7 | 29.3 | 28.8 | 19.4 | 19.9 | 70.4 | 41.2 | -1.9 | 28.9 | 13.0 | 4.2 | -5.2 | 40.6 | 12.4 | -5.0 | 31.4 | 22.5 |
| SR | NA | 0.57 | 1.85 | 0.96 | 1.13 | 0.84 | 0.84 | 1.77 | 2.17 | -0.14 | 2.39 | 0.67 | 0.23 | -0.26 | 2.52 | 0.7 | -0.15 | 1.31 | 2.61 |
| DD(%) | NA | 20.2 | 20.2 | 37.5 | 37.5 | 37.5 | 37.5 | 37.5 | 9.5 | 26.4 | 5.1 | 17.9 | 14.6 | 25.0 | 6.1 | 15.0 | 32.2 | 17.8 | 9.4 |
| SD(%) | NA | 26.0 | 24.7 | 29.9 | 24.8 | 22.6 | 23.2 | 39.4 | 18.3 | 22.6 | 11.9 | 19.0 | 17.9 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 21.6 |
| TR | NA | 0.12 | 0.39 | 0.27 | 0.26 | 0.18 | 0.19 | 0.68 | 0.36 | -0.03 | 0.26 | 0.12 | 0.04 | -0.04 | 0.38 | 0.12 | -0.05 | 0.32 | 0.56 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.04 | 0.03 | 0.01 | 0.01 | 0.09 | 0.01 | 0.02 | 0.02 | 0.01 | 0.03 | -0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 |
| Beta(%) | NA | 1.21 | 1.18 | 1.07 | 1.08 | 1.07 | 1.05 | 1.02 | 1.11 | 1.15 | 1.07 | 1.06 | 1.08 | 1.21 | 1.08 | 1.01 | 1.0 | 0.99 | 1.01 |
| RS | NA | 0.94 | 0.93 | 0.95 | 0.95 | 0.95 | 0.95 | 0.97 | 0.91 | 0.96 | 0.87 | 0.95 | 0.93 | 0.94 | 0.93 | 0.97 | 0.98 | 0.98 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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