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MAIOX: Columbia Marsico Intl Opp A (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/12/2002 |
Last Dividend Date: | 06/20/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.49% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/12/2002 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.9 | 2.1 | 6.2 | -7.4 | -0.6 | -4.8 | 20.1 | 17.8 | -15.9 | 13.7 | 38.0 | -50.8 | 20.0 | 23.3 | 19.7 | 16.8 | 40.2 | -2.1 |
Sharpe Ratio | NA | -0.94 | -0.05 | 0.08 | 0.02 | 0.25 | -0.96 | -0.04 | -0.37 | 1.68 | 1.08 | -0.57 | 0.61 | 1.22 | -1.15 | 0.84 | 1.21 | 1.64 | 1.14 | 2.56 | -0.4 |
Draw Down(%) | NA | 24.0 | 24.4 | 25.1 | 64.3 | 64.3 | 15.4 | 17.8 | 13.1 | 9.0 | 16.4 | 27.8 | 17.8 | 24.5 | 61.6 | 13.4 | 19.6 | 7.3 | 12.4 | 15.5 | 10.6 |
Standard Deviation(%) | NA | 18.0 | 14.7 | 18.1 | 24.2 | 22.0 | 18.9 | 15.9 | 13.0 | 12.0 | 16.6 | 27.8 | 22.2 | 31.1 | 45.0 | 20.2 | 16.6 | 10.7 | 13.8 | 15.5 | 19.6 |
Treynor Ratio | NA | -0.18 | -0.01 | 0.02 | 0.0 | 0.05 | -0.2 | -0.01 | -0.05 | 0.24 | 0.19 | -0.16 | 0.14 | 0.36 | -0.52 | 0.17 | 0.19 | 0.2 | 0.17 | 0.39 | -0.11 |
Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.05 | 0.01 | -0.01 | 0.02 | 0.0 | 0.02 | -0.01 |
Beta | NA | 0.92 | 0.9 | 0.93 | 0.99 | 0.98 | 0.92 | 0.9 | 0.94 | 0.84 | 0.94 | 0.97 | 1.0 | 1.05 | 1.0 | 1.01 | 1.03 | 0.9 | 0.94 | 1.02 | 0.74 |
RSquared | NA | 0.87 | 0.84 | 0.92 | 0.94 | 0.93 | 0.88 | 0.83 | 0.81 | 0.87 | 0.95 | 0.98 | 0.96 | 0.97 | 0.96 | 0.93 | 0.87 | 0.75 | 0.78 | 0.83 | 0.8 |
Yield(%) | N/A | 0.0 | 0.5 | 0.3 | 2.7 | N/A | 0.0 | 0.0 | 0.2 | 1.4 | 0.0 | 0.0 | 1.6 | 3.1 | 0.8 | 12.8 | 8.7 | 4.9 | 2.0 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 13.9 | -94.7 | N/A | N/A | N/A | -100.0 | -82.4 | N/A | N/A | -100.0 | -32.0 | 108.3 | -93.8 | 62.5 | 110.5 | 171.4 | 162.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/12/2002
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