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NMGIX: COLUMBIA LARGE CAP GROWTH FUND V CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/29/1999 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.25% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/29/1999 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.9 | -0.4 | -0.2 | 0.0 | -4.3 | 2.0 | 9.0 | 35.5 | 12.3 | -1.8 | 19.4 | 29.1 | -42.0 | 14.0 | 6.9 | 5.9 | 15.4 | 28.7 | -15.3 | -19.8 | -15.5 | 39.3 |
Sharpe Ratio | NA | -0.56 | -0.27 | -0.2 | -0.16 | -0.15 | 0.0 | -0.13 | 0.12 | 0.6 | 2.7 | 0.9 | -0.07 | 0.92 | 1.08 | -1.16 | 0.64 | 0.27 | 0.33 | 1.17 | 1.75 | -0.83 | -1.07 | -0.63 | 2.43 |
Draw Down(%) | NA | 4.3 | 4.3 | 4.3 | 4.3 | 4.3 | 0.0 | 4.3 | 14.2 | 10.0 | 8.0 | 10.6 | 21.3 | 17.6 | 24.8 | 49.9 | 9.2 | 11.6 | 7.2 | 11.5 | 11.7 | 23.1 | 34.2 | 26.9 | 10.9 |
Standard Deviation(%) | NA | 9.8 | 10.0 | 10.2 | 10.5 | 9.6 | NA | 10.8 | 17.3 | 15.0 | 13.1 | 13.7 | 26.2 | 21.0 | 27.0 | 36.8 | 17.2 | 13.2 | 11.2 | 12.3 | 16.0 | 19.6 | 20.9 | 31.1 | 20.9 |
Treynor Ratio | NA | 0.3 | 0.14 | 0.11 | 0.08 | 0.08 | NA | 0.08 | 0.02 | 0.09 | 0.34 | 0.14 | -0.02 | 0.18 | 0.27 | -0.45 | 0.11 | 0.04 | 0.04 | 0.19 | 0.35 | -0.3 | -0.44 | -0.27 | 0.54 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.02 | -0.02 | -0.04 | 0.01 | 0.02 | -0.01 | 0.04 | 0.03 | 0.03 | -0.02 | 0.0 | 0.1 |
Beta | NA | -0.19 | -0.19 | -0.2 | -0.2 | -0.18 | 0.0 | -0.18 | 0.82 | 1.06 | 1.04 | 0.91 | 0.97 | 1.07 | 1.06 | 0.95 | 0.99 | 0.95 | 0.86 | 0.77 | 0.8 | 0.55 | 0.51 | 0.74 | 0.95 |
RSquared | NA | 0.96 | 0.96 | 0.96 | 0.96 | 0.96 | 0.0 | 0.96 | 0.74 | 0.94 | 0.91 | 0.93 | 0.97 | 0.96 | 0.94 | 0.94 | 0.9 | 0.87 | 0.81 | 0.82 | 0.92 | 0.8 | 0.74 | 0.67 | 0.85 |
Yield(%) | N/A | N/A | N/A | N/A | 0.0 | N/A | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/1999
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See LARGE GROWTH Asset Class Trend Rankings |
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