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GEGTX: COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 69.59 0.02(0.03%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (85%) |
Start Date: | 03/14/1991 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 4.86% |
Expenses | 1.00% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 14.0 | 38.3 | 10.3 | 17.2 | 15.3 | 16.3 | 11.5 | 10.0 | 43.9 | -32.0 | 29.4 | 34.4 | 36.2 | -3.9 | 28.0 | 1.1 | 9.3 | 14.2 | 30.5 | 20.5 | -2.8 | 17.4 | 34.0 | -40.5 | 15.6 | 10.3 | 5.3 | 7.6 | 22.6 | -26.8 | -18.6 | -1.3 | 26.5 | 26.3 | 30.8 | 20.9 | 32.0 | -0.5 | 4.2 | 6.1 | 14.7 |
Sharpe Ratio | NA | 2.01 | 2.16 | 0.33 | 0.62 | 0.68 | NA | NA | 0.44 | 2.45 | -1.09 | 1.69 | 0.98 | 2.28 | -0.25 | 3.2 | 0.06 | 0.56 | 1.02 | 2.45 | 1.43 | -0.11 | 0.91 | 1.34 | -1.08 | 0.78 | 0.59 | 0.29 | 0.5 | 1.24 | -1.07 | -0.97 | -0.25 | 1.25 | 0.92 | 1.56 | 1.47 | 3.32 | -0.34 | 0.39 | 0.49 | 1.04 |
Draw Down(%) | NA | 6.2 | 9.6 | 35.6 | 35.6 | 35.6 | NA | NA | 55.4 | 9.6 | 34.9 | 8.4 | 30.3 | 8.8 | 23.3 | 3.3 | 16.0 | 14.5 | 8.9 | 6.6 | 10.5 | 21.0 | 15.2 | 21.7 | 49.5 | 10.2 | 10.8 | 7.3 | 13.1 | 12.2 | 35.0 | 34.2 | 17.3 | 11.3 | 25.3 | 9.9 | 8.6 | 2.9 | 6.4 | 3.2 | 3.9 | 5.5 |
Standard Deviation(%) | NA | 16.1 | 15.5 | 22.1 | 24.4 | 20.4 | NA | NA | 19.2 | 16.3 | 30.8 | 17.4 | 34.6 | 15.3 | 20.9 | 8.6 | 15.0 | 16.5 | 13.9 | 12.4 | 14.4 | 25.3 | 19.1 | 25.3 | 38.3 | 16.1 | 12.0 | 10.8 | 13.3 | 17.6 | 26.1 | 21.9 | 22.0 | 18.6 | 24.8 | 17.4 | 11.8 | 8.5 | 10.2 | 5.3 | 7.5 | 14.5 |
Treynor Ratio | NA | 0.38 | 0.4 | 0.09 | 0.18 | 0.16 | NA | NA | 0.1 | 0.48 | -0.41 | 0.38 | 0.36 | 0.49 | -0.05 | 0.29 | 0.01 | 0.09 | 0.14 | 0.3 | 0.21 | -0.03 | 0.18 | 0.34 | -0.41 | 0.13 | 0.08 | 0.04 | 0.07 | 0.25 | -0.35 | -0.37 | -0.1 | 0.29 | 0.26 | 0.34 | 0.26 | 0.43 | -0.14 | 1.5 | -1.85 | 1.85 |
Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | 0.02 | 0.01 | 0.07 | -0.06 | 0.02 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.02 | 0.03 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | 0.04 | 0.0 | 0.04 | 0.03 | 0.03 | -0.01 | 0.01 | 0.02 | 0.05 |
Beta | NA | 0.85 | 0.84 | 0.82 | 0.86 | 0.88 | NA | NA | 0.82 | 0.84 | 0.81 | 0.76 | 0.95 | 0.7 | 0.99 | 0.94 | 1.0 | 1.0 | 1.0 | 1.01 | 0.97 | 0.95 | 0.99 | 1.0 | 1.01 | 0.96 | 0.89 | 0.87 | 0.88 | 0.89 | 0.8 | 0.57 | 0.55 | 0.79 | 0.88 | 0.81 | 0.66 | 0.66 | 0.24 | 0.01 | -0.02 | 0.08 |
RSquared | NA | 0.96 | 0.94 | 0.94 | 0.94 | 0.93 | NA | NA | 0.84 | 0.94 | 0.96 | 0.89 | 0.95 | 0.71 | 0.98 | 0.88 | 0.96 | 0.95 | 0.96 | 0.96 | 0.96 | 0.98 | 0.98 | 0.94 | 0.98 | 0.96 | 0.92 | 0.9 | 0.93 | 0.95 | 0.94 | 0.84 | 0.75 | 0.81 | 0.73 | 0.87 | 0.63 | 0.65 | 0.06 | 0.0 | 0.0 | 0.01 |
Yield(%) | N/A | 0.0 | 4.8 | 4.6 | 8.6 | 9.6 | 14.5 | 9.9 | N/A | 5.7 | 0.0 | 10.3 | 14.6 | 10.1 | 8.1 | 7.5 | 1.8 | 10.1 | 12.4 | 6.3 | 0.5 | 0.2 | 0.5 | 0.9 | 0.2 | 7.8 | 1.8 | 0.4 | 0.2 | 0.1 | 0.3 | 0.0 | 11.9 | 6.7 | 9.0 | 20.1 | 8.0 | 1.2 | 1.4 | 1.3 | 1.2 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | N/A | -41.6 | 29.8 | 605.4 | N/A | N/A | N/A | N/A | -100.0 | -18.0 | 84.0 | 9.2 | 30.1 | 317.7 | -82.3 | -16.0 | 134.8 | 1383.3 | 100.0 | -40.0 | -23.1 | 116.7 | -96.8 | 353.7 | 355.6 | 200.0 | 200.0 | -83.3 | N/A | -100.0 | 110.4 | -13.1 | -50.1 | 177.1 | 747.1 | -10.5 | 11.8 | 6.2 | 220.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Best ETFs
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Best Closed End Funds
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