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NMOAX: Columbia Marsico Intl Opp Z (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/17/2002 |
Last Dividend Date: | 06/20/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.24% |
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Performance Analytics (As of 08/20/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/17/2002 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.3 | 2.3 | 6.7 | -7.4 | -0.3 | -4.9 | 18.9 | 18.1 | -15.8 | 12.2 | 34.0 | -51.1 | 6.7 | 13.2 | 13.9 | 14.6 | 39.3 | -0.1 |
Sharpe Ratio | NA | -0.93 | -0.07 | 0.07 | -0.08 | 0.13 | -0.96 | -0.02 | -0.38 | 1.53 | 1.1 | -0.57 | 0.54 | 1.08 | -1.15 | 0.17 | 0.54 | 1.05 | 1.0 | 2.49 | -0.07 |
Draw Down(%) | NA | 23.9 | 24.2 | 25.0 | 67.5 | 67.5 | 15.3 | 17.8 | 13.1 | 10.3 | 16.4 | 27.7 | 17.7 | 24.6 | 61.8 | 15.6 | 21.8 | 10.2 | 12.8 | 15.4 | 8.9 |
Standard Deviation(%) | NA | 18.0 | 14.9 | 18.3 | 24.7 | 22.3 | 18.9 | 15.9 | 13.0 | 12.3 | 16.6 | 27.8 | 22.3 | 31.3 | 44.9 | 21.5 | 18.4 | 11.3 | 13.7 | 15.5 | 20.0 |
Treynor Ratio | NA | -0.18 | -0.01 | 0.01 | -0.02 | 0.03 | -0.2 | 0.0 | -0.05 | 0.22 | 0.19 | -0.16 | 0.12 | 0.32 | -0.52 | 0.04 | 0.09 | 0.14 | 0.15 | 0.38 | -0.02 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.05 | -0.02 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 | -0.05 | -0.03 | -0.05 | 0.0 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.92 | 0.91 | 0.94 | 0.99 | 0.98 | 0.91 | 0.9 | 0.94 | 0.86 | 0.95 | 0.97 | 1.01 | 1.06 | 1.0 | 0.97 | 1.06 | 0.87 | 0.92 | 1.02 | 0.75 |
RSquared | NA | 0.87 | 0.84 | 0.91 | 0.92 | 0.9 | 0.87 | 0.83 | 0.82 | 0.87 | 0.95 | 0.98 | 0.96 | 0.96 | 0.96 | 0.77 | 0.76 | 0.65 | 0.76 | 0.82 | 0.8 |
Yield(%) | N/A | 0.0 | 0.5 | 0.4 | 2.8 | N/A | 0.0 | 0.0 | 0.2 | 1.5 | 0.0 | 0.0 | 2.0 | 3.5 | 0.7 | 12.9 | 8.8 | 5.1 | 2.2 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 4.0 | -94.6 | N/A | N/A | N/A | -100.0 | -83.3 | N/A | N/A | -100.0 | -24.1 | 141.7 | -94.0 | 63.1 | 103.3 | 160.9 | 155.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2002
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