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LEGAX: COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 60.79 0.13(0.21%) May 01
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (45%) |
Start Date: | 12/30/1998 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 4.46% |
Expenses | 0.98% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/22/2002 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 6.6 | 32.9 | 6.1 | 14.9 | 14.3 | 15.4 | 10.7 | 10.6 | 43.6 | -32.2 | 29.1 | 34.1 | 35.9 | -4.1 | 27.6 | 0.8 | 9.1 | 13.9 | 30.2 | 20.1 | -3.0 | 17.2 | 33.6 | -40.6 | 15.2 | 10.1 | 5.0 | 7.3 | 22.2 | -27.0 | -18.8 | -13.4 | 18.8 | 0.3 |
Sharpe Ratio | NA | 1.59 | 2.26 | 0.2 | 0.56 | 0.66 | NA | NA | 0.28 | 2.43 | -1.09 | 1.67 | 0.97 | 2.26 | -0.26 | 3.15 | 0.04 | 0.55 | 1.0 | 2.43 | 1.41 | -0.12 | 0.89 | 1.32 | -1.08 | 0.76 | 0.57 | 0.26 | 0.48 | 1.22 | -1.07 | -0.98 | -0.68 | 0.7 | NA |
Draw Down(%) | NA | 6.2 | 9.6 | 35.8 | 35.8 | 35.8 | NA | NA | 61.7 | 9.6 | 35.0 | 8.4 | 30.3 | 8.8 | 23.3 | 3.3 | 16.0 | 14.6 | 8.9 | 6.6 | 10.5 | 21.1 | 15.2 | 21.7 | 49.6 | 10.2 | 10.8 | 7.4 | 13.2 | 12.2 | 35.1 | 34.3 | 27.4 | 11.3 | 0.0 |
Standard Deviation(%) | NA | 16.3 | 15.6 | 22.2 | 24.4 | 20.4 | NA | NA | 20.9 | 16.3 | 30.8 | 17.4 | 34.6 | 15.2 | 20.9 | 8.6 | 15.1 | 16.5 | 13.9 | 12.4 | 14.4 | 25.4 | 19.1 | 25.3 | 38.3 | 16.1 | 12.0 | 10.8 | 13.3 | 17.6 | 26.2 | 21.9 | 25.8 | 22.2 | 0.0 |
Treynor Ratio | NA | 0.31 | 0.41 | 0.05 | 0.16 | 0.15 | NA | NA | 0.07 | 0.47 | -0.41 | 0.38 | 0.36 | 0.49 | -0.05 | 0.29 | 0.01 | 0.09 | 0.14 | 0.3 | 0.21 | -0.03 | 0.17 | 0.34 | -0.41 | 0.13 | 0.08 | 0.03 | 0.07 | 0.24 | -0.35 | -0.38 | -0.3 | 0.19 | 0.0 |
Alpha | NA | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | 0.06 | -0.06 | 0.02 | -0.02 | -0.01 | 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 | -0.01 | 0.02 | NA |
Beta | NA | 0.85 | 0.85 | 0.82 | 0.86 | 0.88 | NA | NA | 0.85 | 0.84 | 0.81 | 0.77 | 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 | 0.88 | 0.88 | 0.89 | 0.81 | 0.57 | 0.59 | 0.83 | NA |
RSquared | NA | 0.96 | 0.94 | 0.94 | 0.94 | 0.93 | NA | NA | 0.89 | 0.94 | 0.96 | 0.89 | 0.95 | 0.71 | 0.98 | 0.88 | 0.97 | 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 | 0.95 | 0.84 | 0.65 | 0.63 | 0.0 |
Yield(%) | N/A | 0.0 | 5.2 | 4.6 | 8.6 | 9.8 | 14.7 | 9.6 | N/A | 6.1 | 0.0 | 10.6 | 15.0 | 10.5 | 8.4 | 7.6 | 1.7 | 10.4 | 12.4 | 6.2 | 0.3 | 0.1 | 0.2 | 0.6 | 0.1 | 7.7 | 1.8 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -42.3 | 30.0 | 666.5 | N/A | N/A | N/A | N/A | -100.0 | -18.8 | 80.7 | 9.2 | 33.7 | 366.7 | -84.6 | -14.2 | 140.6 | 2733.3 | 100.0 | -25.0 | -55.6 | 350.0 | -98.9 | 352.5 | 900.0 | 100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/2002
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