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CSGYX: COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS Y (MUTUAL FUND)
Basic Info 25.3 0.13(0.51%) April 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (5%) |
Start Date: | 07/21/2009 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.49% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/21/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 6.3 | 19.5 | -7.5 | 10.0 | 11.6 | 13.9 | 26.4 | -36.5 | -2.1 | 70.5 | 41.2 | -1.8 | 28.9 | 13.1 | 3.0 | -5.3 | 40.6 | 12.4 | -5.0 | 31.4 | 22.5 |
Sharpe Ratio | NA | 0.4 | 0.69 | -0.37 | 0.28 | 0.42 | 0.53 | 1.18 | -1.0 | -0.08 | 1.77 | 2.17 | -0.14 | 2.39 | 0.68 | 0.17 | -0.27 | 2.52 | 0.7 | -0.15 | 1.31 | 2.61 |
Draw Down(%) | NA | 9.0 | 15.4 | 49.8 | 52.4 | 52.4 | 52.4 | 15.4 | 42.4 | 22.5 | 37.5 | 9.5 | 26.4 | 5.1 | 17.9 | 14.6 | 25.0 | 6.1 | 15.0 | 32.2 | 17.8 | 9.4 |
Standard Deviation(%) | NA | 19.7 | 18.1 | 27.7 | 29.7 | 24.6 | 24.2 | 18.9 | 38.1 | 26.3 | 39.4 | 18.3 | 22.6 | 11.9 | 19.0 | 18.1 | 19.6 | 16.1 | 17.7 | 32.8 | 24.0 | 21.6 |
Treynor Ratio | NA | 0.08 | 0.13 | -0.09 | 0.08 | 0.1 | 0.12 | 0.24 | -0.33 | -0.02 | 0.69 | 0.36 | -0.03 | 0.26 | 0.12 | 0.03 | -0.04 | 0.38 | 0.12 | -0.05 | 0.32 | 0.56 |
Alpha | NA | 0.07 | 0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | -0.02 | -0.03 | 0.09 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 |
Beta | NA | 1.03 | 0.94 | 1.1 | 1.08 | 1.08 | 1.06 | 0.93 | 1.14 | 1.21 | 1.02 | 1.11 | 1.15 | 1.08 | 1.06 | 1.09 | 1.21 | 1.08 | 1.01 | 1.0 | 0.99 | 1.01 |
RSquared | NA | 0.94 | 0.93 | 0.93 | 0.94 | 0.94 | 0.95 | 0.93 | 0.96 | 0.9 | 0.97 | 0.91 | 0.96 | 0.87 | 0.95 | 0.93 | 0.93 | 0.93 | 0.97 | 0.98 | 0.98 | 0.98 |
Yield(%) | N/A | 0.0 | 0.0 | 2.7 | 7.0 | 10.0 | N/A | 0.0 | 0.0 | 9.1 | 10.7 | 11.4 | 17.1 | 17.8 | 9.2 | 39.4 | 15.6 | 19.5 | 10.7 | 9.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -60.3 | -69.8 | N/A | N/A | N/A | -100.0 | 31.3 | 23.4 | -45.7 | 5.6 | 107.1 | -84.8 | 100.0 | -6.9 | 86.7 | 0.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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