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CVIRX: Columbia Dividend Income Adv (MUTUAL FUND)
Basic Info 30.43 0.02(0.07%) September 24
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 07/09/2018 |
| Last Dividend Date: | 03/18/2021 |
| 12-Mo. Yield | 5.37% |
| Expenses | - |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 16.3 | 37.8 | 14.4 | 15.0 | 13.5 | 11.9 | 28.2 | -4.4 | 20.8 | 12.9 | 0.6 | 10.9 | 24.4 | 1.6 |
| SR | NA | 1.94 | 2.88 | 0.63 | 0.8 | 0.83 | 0.35 | 2.41 | -0.38 | 3.31 | 1.11 | 0.04 | 1.03 | 2.3 | 1.23 |
| DD(%) | NA | 4.6 | 7.2 | 32.8 | 32.8 | 32.8 | 32.8 | 5.5 | 16.0 | 2.4 | 7.2 | 11.5 | 7.7 | 5.4 | 3.0 |
| SD(%) | NA | 11.8 | 13.1 | 21.8 | 17.9 | 15.7 | 33.2 | 11.1 | 14.9 | 6.1 | 11.3 | 14.8 | 10.6 | 10.6 | 10.2 |
| TR | NA | 0.26 | 0.46 | 0.15 | 0.16 | 0.14 | 0.13 | 0.28 | -0.06 | 0.25 | 0.15 | 0.01 | 0.11 | 0.27 | 0.15 |
| Alpha(%) | NA | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.04 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | -0.01 | -0.02 | -0.05 |
| Beta(%) | NA | 0.87 | 0.82 | 0.91 | 0.91 | 0.91 | 0.91 | 0.94 | 0.94 | 0.82 | 0.83 | 0.94 | 0.96 | 0.91 | 0.81 |
| RS | NA | 0.88 | 0.79 | 0.95 | 0.95 | 0.95 | 0.96 | 0.95 | 0.98 | 0.88 | 0.94 | 0.95 | 0.97 | 0.92 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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Best Closed End Funds
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