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LSMAX: COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/02/1998 |
Last Dividend Date: | 12/05/2019 |
12-Mo. Yield | 0.87% |
Expenses | 1.33% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/02/1998 |
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(%) | 0.0 | -13.0 | -19.7 | -23.6 | -10.0 | 7.0 | 7.3 | 6.9 | -19.9 | 19.9 | -39.7 | -13.7 | -23.2 | -37.4 | -8.7 | 24.7 | 9.0 | -6.7 | 28.0 | 33.6 | -40.9 | -19.5 | 3.8 | -1.7 | 9.8 | 35.2 | -13.1 | 8.3 | 1.6 | -0.6 | -2.9 |
Sharpe Ratio | NA | -0.85 | -1.19 | -1.25 | -0.99 | NA | NA | -0.9 | -0.96 | -0.2 | -1.7 | -1.33 | -1.33 | -1.3 | -1.56 | 0.37 | -0.56 | -0.77 | 0.4 | 0.43 | -1.47 | -1.54 | -1.03 | -1.48 | -0.66 | 1.08 | -1.66 | -0.75 | -3.33 | 1.73 | 0.66 |
Draw Down(%) | NA | 45.0 | 67.7 | 83.6 | 85.7 | NA | NA | 86.0 | 45.0 | 13.2 | 47.8 | 20.9 | 34.0 | 40.7 | 17.4 | 11.4 | 14.1 | 27.6 | 18.5 | 32.9 | 48.7 | 30.3 | 12.0 | 10.0 | 10.7 | 12.2 | 28.9 | 15.3 | 16.6 | 15.2 | 11.1 |
Standard Deviation(%) | NA | 43.3 | 35.7 | 38.8 | 31.3 | NA | NA | 27.3 | 57.9 | 16.7 | 36.0 | 24.8 | 43.1 | 42.9 | 17.5 | 16.6 | 17.1 | 32.8 | 23.4 | 34.8 | 41.1 | 27.1 | 18.1 | 15.4 | 14.7 | 14.7 | 19.8 | 17.5 | 20.1 | 14.1 | 24.9 |
Treynor Ratio | NA | -0.34 | -0.39 | -0.45 | -0.3 | NA | NA | -0.28 | -0.52 | -0.03 | -0.58 | -0.26 | -0.66 | -0.48 | -0.27 | 0.06 | -0.1 | -0.25 | 0.1 | 0.16 | -0.69 | -0.46 | -0.2 | -0.25 | -0.12 | 0.2 | -0.44 | -0.22 | -1.59 | 0.56 | 1.12 |
Alpha | NA | -0.02 | -0.09 | -0.08 | -0.04 | NA | NA | -0.09 | -0.06 | -0.02 | -0.14 | 0.2 | -0.28 | 0.15 | -0.06 | -0.03 | -0.03 | -0.01 | -0.02 | -0.01 | -0.06 | -0.09 | -0.04 | -0.1 | -0.03 | -0.01 | -0.07 | -0.01 | -0.28 | 0.02 | 0.01 |
Beta | NA | 1.07 | 1.08 | 1.07 | 1.05 | NA | NA | 0.88 | 1.07 | 1.1 | 1.06 | 1.28 | 0.87 | 1.17 | 1.02 | 1.01 | 1.01 | 1.03 | 0.97 | 0.96 | 0.87 | 0.91 | 0.93 | 0.9 | 0.83 | 0.8 | 0.74 | 0.61 | 0.42 | 0.44 | 0.15 |
RSquared | NA | 0.96 | 0.67 | 0.46 | 0.58 | NA | NA | 0.63 | 0.97 | 0.93 | 0.31 | 0.32 | 0.16 | 0.24 | 0.7 | 0.7 | 0.91 | 0.97 | 0.97 | 0.97 | 0.9 | 0.43 | 0.64 | 0.74 | 0.81 | 0.93 | 0.89 | 0.67 | 0.41 | 0.28 | 0.02 |
Yield(%) | N/A | 0.8 | 13.7 | 19.8 | 18.2 | 10.6 | 11.5 | N/A | 0.0 | 0.9 | 23.7 | 19.7 | 78.7 | 31.3 | 8.2 | 10.3 | 3.8 | 3.6 | 0.0 | 0.0 | 7.7 | 19.4 | 12.0 | 7.9 | 6.3 | 3.4 | 0.0 | 0.2 | 0.4 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -97.8 | -77.6 | 304.8 | 120.0 | N/A | N/A | N/A | -100.0 | -97.8 | 4.1 | -80.2 | 55.4 | 251.9 | -5.4 | 198.2 | -1.8 | N/A | N/A | -100.0 | -68.8 | 66.5 | 52.4 | 35.5 | 143.2 | N/A | -100.0 | -60.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/1998
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