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NIPAX: Columbia LifeGoal Income & Growth Z (MUTUAL FUND)
Basic Info 8.99 0.01(0.11%) May 31
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/20/1996 |
| Last Dividend Date: | 03/29/2023 |
| 12-Mo. Yield | 2.24% |
| Expenses | 0.90% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 5.3 | 5.2 | 4.5 | 4.2 | 4.7 | 5.2 | 5.2 | -9.6 | -2.0 | 10.0 | 14.3 | -4.3 | 11.2 | 5.2 | -0.1 | 5.4 | 8.8 | 10.7 | 3.3 | 11.6 | 23.5 | -18.5 | 6.5 | 9.3 | 4.3 | 6.7 | 15.3 | -3.4 | 2.6 | 5.8 | 4.8 | 8.1 | 8.0 | 0.2 |
| SR | NA | 1.12 | 0.23 | 0.42 | 0.35 | 0.56 | NA | 0.61 | -0.93 | -0.25 | 0.81 | 3.16 | -0.96 | 3.92 | 0.96 | -0.03 | 1.26 | 1.9 | 2.78 | 0.43 | 1.68 | 2.74 | -1.52 | 0.66 | 1.51 | 0.59 | 1.37 | 2.96 | -0.77 | 0.03 | 0.39 | 0.29 | 0.88 | 1.29 | 1.69 |
| DD(%) | NA | 4.5 | 10.7 | 16.0 | 16.3 | 16.3 | NA | 26.8 | 15.6 | 7.3 | 16.3 | 1.9 | 8.9 | 1.0 | 4.5 | 6.0 | 3.4 | 4.9 | 3.0 | 7.3 | 5.4 | 8.9 | 25.6 | 3.6 | 3.5 | 2.7 | 4.2 | 3.5 | 8.9 | 6.9 | 2.2 | 2.8 | 5.7 | 2.9 | 0.2 |
| SD(%) | NA | 6.8 | 10.9 | 8.4 | 8.5 | 6.9 | NA | 6.7 | 11.8 | 7.9 | 12.0 | 4.1 | 5.9 | 2.7 | 5.2 | 5.3 | 4.3 | 4.6 | 3.9 | 7.7 | 6.8 | 8.6 | 12.7 | 5.3 | 4.0 | 3.7 | 4.2 | 4.9 | 5.9 | 10.6 | 4.5 | 5.6 | 5.4 | 3.5 | 2.6 |
| TR | NA | 0.08 | 0.02 | 0.04 | 0.03 | 0.04 | NA | 0.06 | -0.14 | -0.04 | 0.11 | 41.47 | -0.05 | 0.13 | 0.05 | 0.0 | 0.05 | 0.1 | 0.11 | 0.03 | 0.1 | 0.28 | -0.22 | 0.04 | 0.08 | 0.03 | 0.08 | 0.21 | -0.06 | 0.01 | 0.05 | 0.05 | 0.17 | 0.24 | 0.17 |
| Alpha(%) | NA | 0.05 | 0.04 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.03 | -0.03 | 0.01 | 0.05 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.03 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | 0.0 | -0.01 | 0.03 | 0.02 | 0.01 | 0.03 |
| Beta(%) | NA | 0.96 | 1.03 | 0.98 | 0.94 | 0.94 | NA | 0.68 | 0.79 | 0.5 | 0.88 | 0.0 | 1.05 | 0.8 | 1.01 | 0.86 | 1.04 | 0.9 | 0.94 | 1.17 | 1.11 | 0.84 | 0.88 | 0.81 | 0.8 | 0.69 | 0.71 | 0.69 | 0.7 | 0.4 | 0.35 | 0.34 | 0.28 | 0.18 | 0.26 |
| RS | NA | 0.79 | 0.75 | 0.72 | 0.79 | 0.79 | NA | 0.56 | 0.54 | 0.14 | 0.91 | 0.01 | 0.8 | 0.61 | 0.79 | 0.74 | 0.77 | 0.84 | 0.74 | 0.78 | 0.81 | 0.8 | 0.86 | 0.75 | 0.72 | 0.76 | 0.69 | 0.63 | 0.77 | 0.06 | 0.29 | 0.36 | 0.19 | 0.33 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/1999
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Best Closed End Funds
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