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NMTAX: COLUMBIA LARGE CAP GROWTH FUND II CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/10/2000 |
| Last Dividend Date: | 12/27/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.31% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/10/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.3 | 5.8 | 8.5 | 5.1 | 0.0 | -3.0 | 1.1 | 8.8 | 42.1 | 11.8 | -12.4 | 17.0 | 27.4 | -44.6 | 16.1 | 15.8 | 7.9 | 21.9 | 48.6 | -9.8 | -18.6 | -14.7 |
| Sharpe Ratio | NA | -2.06 | -1.37 | -0.77 | -0.74 | NA | -0.72 | 0.0 | -2.49 | -1.02 | -0.63 | 1.74 | -0.45 | -1.15 | -0.07 | 0.28 | -1.54 | -0.34 | -0.46 | -1.02 | 0.17 | 1.52 | -1.31 | -1.58 | -1.16 |
| Draw Down(%) | NA | 9.5 | 23.5 | 23.5 | 62.5 | NA | 62.5 | 0.0 | 17.5 | 15.9 | 10.3 | 7.3 | 12.3 | 28.5 | 19.0 | 29.9 | 54.0 | 11.0 | 12.6 | 11.2 | 12.8 | 14.0 | 20.4 | 36.8 | 26.6 |
| Standard Deviation(%) | NA | 13.3 | 15.7 | 15.2 | 23.4 | NA | 22.6 | NA | 14.8 | 17.1 | 15.5 | 13.5 | 15.2 | 26.9 | 22.7 | 31.9 | 41.5 | 17.6 | 14.1 | 12.8 | 14.0 | 19.2 | 22.7 | 25.6 | 37.7 |
| Treynor Ratio | NA | -0.31 | -0.21 | -0.11 | -0.16 | NA | -0.18 | NA | -0.4 | -0.17 | -0.09 | 0.22 | -0.07 | -0.31 | -0.01 | 0.07 | -0.61 | -0.06 | -0.07 | -0.14 | 0.03 | 0.32 | -0.46 | -0.65 | -0.5 |
| Alpha | NA | -0.13 | -0.02 | 0.0 | 0.02 | NA | -0.02 | 0.0 | -0.09 | -0.02 | -0.01 | 0.1 | -0.02 | -0.05 | 0.12 | -0.03 | -0.03 | 0.02 | 0.05 | -0.06 | 0.04 | 0.07 | -0.05 | -0.02 | 0.0 |
| Beta | NA | 0.89 | 1.0 | 1.01 | 1.06 | NA | 0.91 | 0.0 | 0.93 | 1.01 | 1.09 | 1.07 | 1.0 | 0.98 | 1.13 | 1.24 | 1.04 | 0.99 | 0.95 | 0.93 | 0.81 | 0.92 | 0.64 | 0.63 | 0.88 |
| RSquared | NA | 0.82 | 0.89 | 0.9 | 0.9 | NA | 0.82 | 0.0 | 0.86 | 0.91 | 0.93 | 0.91 | 0.93 | 0.94 | 0.92 | 0.91 | 0.88 | 0.86 | 0.76 | 0.73 | 0.71 | 0.86 | 0.8 | 0.74 | 0.74 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.4 | 1.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.6 | 2.4 | 0.0 | 0.0 | 0.0 | 7.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -99.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 75.3 | 5820.0 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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