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LBSAX: Columbia Dividend Income A (MUTUAL FUND)
Basic Info 26.35 0.27(1.01%) February 26
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 11/27/2002 |
| Last Dividend Date: | 12/11/2020 |
| 12-Mo. Yield | 5.26% |
| Expenses | 1.00% |
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Performance Analytics (As of 02/26/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.5 | 2.2 | 18.8 | 10.7 | 14.1 | 12.1 | 9.4 | 9.9 | 11.7 | 27.8 | -4.6 | 20.5 | 13.1 | 0.3 | 12.4 | 28.3 | 10.9 | 6.8 | 12.7 | 18.3 | -28.0 | 6.7 | 19.8 | 6.4 | 14.6 | 21.1 | -4.2 |
| SR | NA | 1.1 | 0.57 | 0.45 | 0.75 | 0.73 | NA | 0.53 | 0.34 | 2.39 | -0.4 | 3.31 | 1.14 | 0.02 | 1.18 | 2.75 | 1.01 | 0.33 | 0.79 | 0.77 | -0.83 | 0.26 | 1.9 | 0.45 | 1.36 | 1.27 | -2.58 |
| DD(%) | NA | 3.8 | 27.9 | 32.8 | 32.8 | 32.8 | NA | 47.9 | 32.8 | 5.5 | 16.1 | 2.4 | 7.1 | 11.5 | 7.3 | 4.9 | 7.6 | 15.7 | 13.7 | 25.6 | 39.6 | 8.0 | 6.1 | 5.8 | 6.4 | 18.9 | 5.2 |
| SD(%) | NA | 13.8 | 33.2 | 21.8 | 17.8 | 16.1 | NA | 17.2 | 33.2 | 11.1 | 14.9 | 6.0 | 11.3 | 14.8 | 10.5 | 10.3 | 10.8 | 20.1 | 15.9 | 23.7 | 34.7 | 14.3 | 8.7 | 9.3 | 10.0 | 16.1 | 15.4 |
| TR | NA | 0.18 | 0.21 | 0.11 | 0.15 | 0.13 | NA | 0.11 | 0.13 | 0.28 | -0.06 | 0.25 | 0.16 | 0.0 | 0.13 | 0.31 | 0.13 | 0.08 | 0.15 | 0.25 | -0.36 | 0.04 | 0.19 | 0.05 | 0.15 | 0.22 | -0.51 |
| Alpha(%) | NA | -0.04 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 |
| Beta(%) | NA | 0.86 | 0.91 | 0.92 | 0.91 | 0.89 | NA | 0.84 | 0.91 | 0.94 | 0.94 | 0.8 | 0.83 | 0.94 | 0.96 | 0.9 | 0.83 | 0.84 | 0.86 | 0.74 | 0.79 | 0.83 | 0.89 | 0.86 | 0.92 | 0.92 | 0.78 |
| RS | NA | 0.91 | 0.95 | 0.96 | 0.95 | 0.96 | NA | 0.96 | 0.96 | 0.95 | 0.98 | 0.88 | 0.94 | 0.95 | 0.98 | 0.95 | 0.95 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.96 | 0.96 | 0.95 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/2002
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See LARGE VALUE Asset Class Trend Rankings |
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