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CUTIX: COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate Government |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/09/2001 |
Last Dividend Date: | 02/28/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.20% |
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Performance Analytics (As of 08/23/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2001 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 163.2 | 35.5 | 47.0 | 72.7 | 30.4 | 117.4 | 72.9 | -18.9 | 63.2 | 6.3 | 13.9 | 27.7 | -27.0 | 16.3 | 174.2 | -29.9 | -22.7 | -67.0 | -31.7 | 251.8 | 74.4 | 31.0 | -56.4 | 25.7 | 8.3 | -18.2 |
Sharpe Ratio | NA | 2.71 | 0.59 | 0.89 | 1.23 | 0.48 | 4.1 | 1.17 | -0.73 | 0.86 | -0.31 | -0.53 | 0.22 | -0.86 | -0.04 | 2.28 | -1.87 | -1.2 | -1.72 | -0.95 | 2.32 | 0.59 | 0.15 | -2.43 | 0.13 | -0.37 | -0.36 |
Draw Down(%) | NA | 26.8 | 51.0 | 51.0 | 51.0 | 91.1 | 24.6 | 26.8 | 41.8 | 30.7 | 27.1 | 21.7 | 26.2 | 44.6 | 31.4 | 25.0 | 38.0 | 52.4 | 70.0 | 63.9 | 70.3 | 37.8 | 62.1 | 56.4 | 40.3 | 19.1 | 49.0 |
Standard Deviation(%) | NA | 60.3 | 58.7 | 52.3 | 58.6 | 62.3 | 57.8 | 61.6 | 57.4 | 48.6 | 42.0 | 38.0 | 41.5 | 52.7 | 62.5 | 69.3 | 25.9 | 34.2 | 49.8 | 54.0 | 99.6 | 73.4 | 108.8 | 31.3 | 47.7 | 31.7 | 159.1 |
Treynor Ratio | NA | 5.66 | 1.34 | 2.97 | 24.1 | 7.9 | 0.92 | 2.23 | -0.96 | -0.82 | 0.17 | -0.29 | 0.22 | 0.37 | 0.19 | -0.59 | 1.23 | 0.64 | -3.9 | -1.28 | -4.36 | 0.1 | -0.2 | 1.49 | 0.09 | 0.39 | 0.66 |
Alpha | NA | 0.48 | 0.19 | 0.21 | 0.29 | 0.2 | 0.59 | 0.29 | -0.08 | 0.13 | -1.95 | -0.25 | -0.86 | -0.2 | -1.3 | 0.29 | -0.21 | -1.33 | -0.69 | -0.2 | 0.63 | 0.69 | -0.97 | -0.77 | 0.19 | -0.31 | -0.14 |
Beta | NA | 0.29 | 0.26 | 0.16 | 0.03 | 0.04 | 2.57 | 0.32 | 0.44 | -0.51 | -0.74 | 0.71 | 0.42 | -1.23 | -0.12 | -2.67 | -0.39 | -0.65 | 0.22 | 0.4 | -0.53 | 4.26 | -0.8 | -0.51 | 0.67 | -0.3 | -0.86 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.07 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 |
Yield(%) | N/A | 0.0 | 0.0 | 2.2 | 39.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 2.1 | 16.9 | 30.8 | 15.4 | 32.7 | 179.2 | 67.9 | 11.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -93.5 | 1125.0 | N/A | N/A | N/A | N/A | -100.0 | -85.7 | -30.0 | 33.3 | -40.0 | -50.0 | 85.2 | 350.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2001
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