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CSVAX: COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS A (MUTUAL FUND)
Basic Info 21.51 0.14(0.66%) July 08
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 03/20/2025 |
| 12-Mo. Yield | 1.56% |
| Expenses | 1.02% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 16.2 | 6.2 | 11.2 | 7.4 | 4.8 | 6.3 | 4.9 | 6.5 | -2.1 | 17.0 | -15.1 | 6.2 | 3.5 | 24.1 | -13.2 | 19.8 | 5.7 | -6.8 | 0.1 | 20.1 | 16.9 | -9.1 | 17.0 | 36.6 | -41.7 | 14.6 | 14.3 | 7.1 | 15.4 | 36.1 | 0.2 |
| Sharpe Ratio | NA | 1.88 | 0.29 | 0.53 | 0.34 | 0.21 | NA | NA | 0.29 | -0.63 | 1.03 | -0.8 | 0.43 | 0.11 | 2.31 | -1.13 | 3.03 | 0.39 | -0.47 | 0.01 | 1.92 | 1.37 | -0.35 | 0.81 | 1.21 | -1.02 | 0.69 | 1.09 | 0.62 | 1.48 | 2.4 | 0.01 |
| Draw Down(%) | NA | 13.3 | 16.6 | 16.6 | 32.4 | 33.5 | NA | NA | 55.5 | 13.2 | 9.9 | 29.2 | 10.5 | 33.5 | 6.8 | 21.1 | 3.3 | 9.3 | 15.6 | 10.1 | 7.7 | 10.7 | 27.0 | 17.2 | 24.1 | 52.1 | 10.2 | 9.7 | 6.2 | 7.2 | 14.4 | 6.5 |
| Standard Deviation(%) | NA | 18.5 | 17.3 | 15.5 | 15.9 | 16.5 | NA | NA | 18.5 | 13.7 | 12.5 | 20.7 | 14.4 | 30.7 | 9.8 | 12.9 | 6.4 | 14.1 | 14.8 | 9.7 | 10.4 | 12.4 | 26.4 | 21.0 | 30.1 | 41.7 | 16.9 | 10.2 | 7.9 | 9.8 | 14.8 | 21.8 |
| Treynor Ratio | NA | 0.33 | 0.05 | 0.08 | 0.05 | 0.04 | NA | NA | 0.06 | -0.09 | 0.13 | -0.16 | 0.06 | 0.03 | 0.26 | -0.16 | 0.25 | 0.07 | -0.08 | 0.0 | 0.25 | 0.24 | -0.1 | 0.18 | 0.38 | -0.47 | 0.14 | 0.19 | 0.09 | 0.3 | 0.5 | 0.0 |
| Alpha | NA | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | 0.01 | -0.01 | -0.03 | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.03 | 0.01 | 0.02 | 0.02 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.02 | 0.05 |
| Beta | NA | 1.04 | 1.05 | 1.02 | 1.0 | 0.96 | NA | NA | 0.89 | 1.01 | 0.99 | 1.0 | 0.96 | 1.01 | 0.89 | 0.9 | 0.76 | 0.8 | 0.89 | 0.85 | 0.81 | 0.72 | 0.96 | 0.92 | 0.95 | 0.9 | 0.84 | 0.59 | 0.55 | 0.49 | 0.71 | 1.07 |
| RSquared | NA | 0.96 | 0.9 | 0.93 | 0.89 | 0.9 | NA | NA | 0.85 | 0.81 | 0.94 | 0.96 | 0.74 | 0.93 | 0.88 | 0.91 | 0.72 | 0.91 | 0.85 | 0.89 | 0.9 | 0.87 | 0.9 | 0.86 | 0.86 | 0.89 | 0.86 | 0.69 | 0.51 | 0.42 | 0.5 | 0.62 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.3 | 2.8 | 1.4 | 2.3 | 1.4 | 3.9 | 4.3 | 3.1 | 3.4 | 2.7 | 13.2 | 7.3 | 9.7 | 0.3 | 0.0 | 0.6 | 0.3 | 11.4 | 13.6 | 8.3 | 1.4 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -79.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -7.2 | 64.5 | -36.4 | 65.8 | -56.3 | -26.4 | 60.3 | -3.9 | 14.6 | -82.3 | 95.9 | -19.6 | 3198.1 | N/A | -100.0 | 32.1 | -97.5 | -18.0 | 67.5 | 574.4 | 251.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2002
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