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NSCGX: Columbia Small Cap Growth II A (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 08/25/1998 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | 0.00% |
Expenses | 1.37% |
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Performance Analytics (As of 06/12/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/25/1998 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -39.8 | -10.6 | -9.7 | -0.3 | 1.0 | -45.2 | 12.0 | -5.6 | 28.1 | 25.1 | -41.0 | 12.8 | 11.7 | 6.5 | 9.9 | 37.1 | -27.6 | -12.2 | -2.2 | 54.5 | 8.5 |
Sharpe Ratio | NA | -0.55 | -0.22 | -0.22 | -0.04 | -0.02 | -0.69 | 0.69 | -0.17 | 1.17 | 0.81 | -0.97 | 0.5 | 0.29 | 0.28 | 0.51 | 2.12 | -1.19 | -0.55 | -0.16 | 2.79 | 0.69 |
Draw Down(%) | NA | 51.3 | 51.3 | 53.9 | 59.1 | 59.1 | 51.3 | 14.8 | 32.6 | 17.9 | 28.2 | 53.0 | 12.0 | 19.0 | 12.0 | 19.8 | 13.0 | 37.0 | 35.2 | 31.8 | 16.4 | 28.5 |
Standard Deviation(%) | NA | 73.0 | 47.8 | 44.0 | 34.5 | 32.4 | 107.3 | 17.6 | 33.1 | 23.9 | 31.1 | 43.2 | 19.8 | 28.7 | 15.5 | 17.7 | 17.2 | 24.1 | 27.0 | 38.7 | 18.4 | 33.3 |
Treynor Ratio | NA | -0.44 | -0.11 | -0.1 | -0.01 | -0.01 | -0.91 | 0.12 | -0.06 | 0.28 | 0.27 | -0.42 | 0.09 | 0.08 | 0.04 | 0.1 | 0.43 | -0.31 | -0.15 | -0.07 | 0.54 | 0.24 |
Alpha | NA | -0.21 | -0.08 | -0.06 | -0.03 | -0.02 | -0.45 | -0.02 | -0.02 | -0.01 | -0.04 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.07 | -0.05 | 0.01 | 0.11 | -0.02 |
Beta | NA | 0.91 | 1.0 | 0.98 | 0.98 | 0.97 | 0.82 | 1.01 | 1.01 | 0.99 | 0.94 | 0.99 | 1.06 | 1.04 | 1.02 | 0.94 | 0.85 | 0.93 | 1.02 | 0.93 | 0.95 | 0.96 |
RSquared | NA | 0.07 | 0.39 | 0.63 | 0.65 | 0.7 | 0.02 | 0.97 | 0.98 | 0.98 | 0.98 | 0.99 | 0.96 | 0.38 | 0.97 | 0.96 | 0.93 | 0.93 | 0.91 | 0.74 | 0.64 | 0.91 |
Yield(%) | N/A | 0.0 | 0.0 | 0.1 | 6.7 | N/A | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 20.4 | 22.2 | 12.0 | 0.0 | 0.0 | 0.4 | 0.0 | 11.6 | 0.2 | 3.3 |
Dividend Growth(%) | N/A | N/A | -100.0 | -99.4 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -20.4 | 81.3 | N/A | N/A | -100.0 | N/A | -100.0 | 8696.0 | -93.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/1998
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