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MBIOX: Columbia Marsico Intl Opp B (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 | 2.24% |
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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 | -3.0 | 1.6 | 5.4 | -7.6 | -1.3 | -5.7 | 17.6 | 17.0 | -16.6 | 11.9 | 35.2 | -51.6 | 5.9 | 12.0 | 13.5 | 14.0 | 37.9 | -2.3 |
Sharpe Ratio | NA | -0.97 | -0.13 | 0.02 | -0.11 | 0.1 | -0.99 | -0.08 | -0.44 | 1.43 | 1.03 | -0.6 | 0.53 | 1.13 | -1.16 | 0.13 | 0.47 | 1.01 | 0.96 | 2.4 | -0.42 |
Draw Down(%) | NA | 24.5 | 24.8 | 25.3 | 67.8 | 67.8 | 15.4 | 18.0 | 13.6 | 10.3 | 16.5 | 28.1 | 17.9 | 24.6 | 62.2 | 15.5 | 22.2 | 10.5 | 13.1 | 15.5 | 10.7 |
Standard Deviation(%) | NA | 18.0 | 14.9 | 18.3 | 24.7 | 22.3 | 18.8 | 15.9 | 13.0 | 12.3 | 16.6 | 27.8 | 22.3 | 31.2 | 45.1 | 21.5 | 18.4 | 11.3 | 13.6 | 15.5 | 19.9 |
Treynor Ratio | NA | -0.19 | -0.02 | 0.0 | -0.03 | 0.02 | -0.2 | -0.01 | -0.06 | 0.2 | 0.18 | -0.17 | 0.12 | 0.33 | -0.52 | 0.03 | 0.08 | 0.13 | 0.14 | 0.36 | -0.11 |
Alpha | NA | -0.04 | -0.02 | -0.03 | -0.05 | -0.03 | -0.06 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.05 | -0.03 | -0.05 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.92 | 0.91 | 0.94 | 0.99 | 0.98 | 0.91 | 0.9 | 0.94 | 0.86 | 0.94 | 0.97 | 1.01 | 1.05 | 1.0 | 0.98 | 1.06 | 0.87 | 0.91 | 1.02 | 0.75 |
RSquared | NA | 0.87 | 0.84 | 0.92 | 0.92 | 0.9 | 0.88 | 0.83 | 0.81 | 0.87 | 0.95 | 0.98 | 0.96 | 0.96 | 0.96 | 0.78 | 0.75 | 0.64 | 0.76 | 0.83 | 0.8 |
Yield(%) | N/A | 0.0 | 0.5 | 0.3 | 2.6 | N/A | 0.0 | 0.0 | 0.1 | 1.4 | 0.0 | 0.0 | 1.1 | 1.4 | 0.8 | 12.7 | 8.7 | 4.3 | 1.7 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 55.7 | -95.1 | N/A | N/A | N/A | -100.0 | -93.8 | N/A | N/A | -100.0 | 0.0 | -8.3 | -93.5 | 59.5 | 136.7 | 188.2 | 112.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/12/2002
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