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LAFAX: COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS A (MUTUAL FUND)
Basic Info 25.67 0.38(1.50%) May 02
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (62%) |
Start Date: | 03/15/2001 |
Last Dividend Date: | 06/08/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.7 | 7.3 | -7.2 | 1.6 | 3.3 | 7.6 | 6.8 | 6.2 | 18.1 | -36.8 | 10.5 | 18.2 | 33.4 | -12.5 | 35.3 | 0.9 | -1.3 | -7.0 | 14.3 | 22.0 | -10.1 | 21.4 | 31.0 | -42.3 | 21.3 | 36.0 | 15.6 | 23.8 | 41.1 | -15.2 | -14.0 |
Sharpe Ratio | NA | -0.09 | 0.3 | -0.45 | 0.01 | 0.12 | NA | NA | 0.29 | 0.84 | -1.29 | 0.67 | 0.59 | 2.49 | -0.85 | 4.34 | 0.05 | -0.11 | -0.72 | 1.46 | 1.9 | -0.49 | 1.3 | 1.52 | -1.23 | 1.02 | 2.29 | 1.33 | 1.7 | 3.96 | -1.2 | -0.97 |
Draw Down(%) | NA | 5.5 | 20.5 | 47.6 | 47.6 | 47.6 | NA | NA | 56.6 | 20.5 | 45.5 | 10.7 | 37.6 | 8.1 | 20.0 | 2.3 | 10.7 | 15.3 | 19.0 | 8.7 | 7.9 | 20.5 | 11.9 | 18.8 | 53.2 | 12.5 | 16.1 | 8.2 | 10.1 | 13.8 | 25.2 | 32.8 |
Standard Deviation(%) | NA | 13.5 | 15.3 | 21.4 | 22.4 | 18.3 | NA | NA | 17.9 | 16.7 | 29.7 | 15.6 | 30.6 | 12.8 | 16.2 | 8.0 | 15.4 | 12.5 | 9.8 | 9.8 | 11.7 | 20.7 | 16.5 | 20.3 | 34.9 | 18.0 | 14.3 | 10.1 | 13.4 | 10.2 | 13.6 | 20.2 |
Treynor Ratio | NA | -0.02 | 0.06 | -0.12 | 0.0 | 0.03 | NA | NA | 0.07 | 0.17 | -0.47 | 0.15 | 0.19 | 0.41 | -0.17 | 0.52 | 0.01 | -0.02 | -0.12 | 0.26 | 0.37 | -0.14 | 0.3 | 0.47 | -0.58 | 0.22 | 0.38 | 0.18 | 0.27 | 0.77 | -0.36 | -0.31 |
Alpha | NA | -0.03 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | 0.01 | -0.06 | 0.04 | -0.1 | 0.03 | -0.01 | 0.02 | 0.0 | 0.0 | -0.02 | 0.01 | 0.03 | 0.0 | 0.03 | 0.01 | -0.05 | 0.03 | 0.04 | 0.01 | 0.03 | 0.07 | -0.03 | -0.04 |
Beta | NA | 0.77 | 0.83 | 0.82 | 0.84 | 0.81 | NA | NA | 0.74 | 0.83 | 0.82 | 0.68 | 0.93 | 0.79 | 0.79 | 0.67 | 0.81 | 0.69 | 0.58 | 0.56 | 0.61 | 0.7 | 0.72 | 0.66 | 0.75 | 0.84 | 0.86 | 0.76 | 0.86 | 0.52 | 0.45 | 0.64 |
RSquared | NA | 0.79 | 0.78 | 0.81 | 0.83 | 0.81 | NA | NA | 0.79 | 0.77 | 0.84 | 0.74 | 0.87 | 0.79 | 0.83 | 0.57 | 0.85 | 0.78 | 0.56 | 0.58 | 0.79 | 0.93 | 0.9 | 0.9 | 0.91 | 0.83 | 0.8 | 0.62 | 0.69 | 0.5 | 0.53 | 0.43 |
Yield(%) | N/A | 0.0 | 0.0 | 2.5 | 3.8 | 3.8 | 6.9 | 7.0 | N/A | 0.0 | 2.6 | 5.0 | 0.3 | 11.3 | 6.4 | 0.0 | 0.8 | 2.0 | 11.2 | 8.8 | 16.0 | 3.5 | 1.3 | 0.8 | 1.7 | 6.8 | 0.0 | 1.4 | 0.2 | 0.0 | 0.0 | 0.6 |
Dividend Growth(%) | N/A | N/A | -100.0 | -42.8 | -2.2 | 3.8 | N/A | N/A | N/A | -100.0 | -45.6 | 1777.8 | -96.6 | 41.6 | 18400.0 | -93.8 | -62.8 | -85.6 | 31.1 | -42.4 | 304.1 | 226.7 | 100.0 | -72.2 | -71.4 | N/A | -100.0 | 700.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2001
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