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PACIX: Columbia Convertible Securities A (MUTUAL FUND)
Basic Info 18.68 0.02(0.11%) March 24
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 03/20/2023 |
| 12-Mo. Yield | 0.27% |
| Expenses | 1.17% |
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Performance Analytics (As of 03/24/2023)
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 0.5 | -5.7 | 18.1 | 10.8 | 10.1 | 8.5 | 10.2 | -11.4 | -15.1 | 47.9 | 26.1 | -1.0 | 15.1 | 11.2 | -4.6 | 8.5 | 24.1 | 13.1 | -5.0 | 19.1 | 33.2 | -33.4 | 6.4 | 9.7 | 3.2 | 10.8 | 25.9 | -9.6 | -7.9 | 14.9 | 26.8 | 9.0 | 21.9 | 19.5 | 24.1 | -7.9 | 21.9 | 15.9 | 35.2 | -6.6 | 24.4 | 14.6 | 4.8 |
| SR | NA | -0.33 | -0.44 | 0.98 | 0.59 | 0.71 | NA | 0.75 | -0.62 | -0.7 | 2.15 | 2.66 | -0.19 | 2.5 | 1.1 | -0.47 | 0.92 | 3.12 | 1.57 | -0.35 | 1.71 | 3.09 | -1.7 | 0.4 | 1.08 | 0.17 | 1.33 | 3.1 | -0.88 | -0.91 | 0.64 | 2.24 | 0.51 | 2.09 | 2.3 | 4.53 | -1.58 | 3.81 | 1.79 | 4.22 | -1.39 | 2.5 | 1.59 | 6.35 |
| DD(%) | NA | 7.3 | 19.4 | 28.6 | 28.6 | 28.6 | NA | 43.9 | 23.0 | 26.8 | 26.6 | 4.7 | 13.0 | 2.5 | 12.1 | 12.5 | 9.1 | 5.4 | 8.7 | 18.7 | 9.3 | 6.4 | 41.4 | 6.6 | 4.8 | 6.8 | 5.7 | 4.7 | 19.6 | 15.3 | 11.5 | 6.3 | 17.2 | 8.4 | 6.9 | 2.3 | 12.4 | 2.7 | 3.9 | 3.5 | 18.3 | 4.5 | 4.2 | 1.5 |
| SD(%) | NA | 11.2 | 19.0 | 17.6 | 16.5 | 13.3 | NA | 11.0 | 20.6 | 21.7 | 22.0 | 9.3 | 12.0 | 5.8 | 10.0 | 9.8 | 9.2 | 7.7 | 8.4 | 14.3 | 11.1 | 10.7 | 20.2 | 8.6 | 6.0 | 6.3 | 7.4 | 8.1 | 12.2 | 11.5 | 16.9 | 10.5 | 11.2 | 8.8 | 6.9 | 4.5 | 6.8 | 5.2 | 7.5 | 7.4 | 8.5 | 7.5 | 6.2 | 10.6 |
| TR | NA | 0.0 | 0.0 | 0.0 | 0.06 | 0.07 | NA | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | -0.02 | 0.13 | 0.09 | -0.04 | 0.07 | 0.21 | 0.12 | -0.05 | 0.21 | 0.4 | -0.34 | 0.04 | 0.08 | 0.01 | 0.1 | 0.26 | -0.1 | -0.14 | 0.18 | 0.3 | 0.07 | 0.2 | 0.26 | 0.44 | -0.13 | 0.4 | 0.19 | 0.49 | -0.2 | 0.26 | 0.15 | 1.85 |
| Alpha(%) | NA | NA | -0.02 | 0.07 | 0.05 | 0.03 | NA | 0.01 | NA | NA | NA | 0.07 | 0.02 | 0.03 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.04 | 0.01 | 0.03 | 0.02 | 0.03 | 0.05 | -0.02 | 0.05 | 0.01 | 0.04 | -0.02 | 0.04 | 0.01 | 0.15 |
| Beta(%) | NA | NA | -0.46 | -0.18 | 1.62 | 1.31 | NA | 0.84 | NA | NA | NA | 2.59 | 1.54 | 1.09 | 1.29 | 1.28 | 1.27 | 1.15 | 1.08 | 1.08 | 0.9 | 0.82 | 1.0 | 0.93 | 0.85 | 0.77 | 1.01 | 0.97 | 1.04 | 0.73 | 0.59 | 0.78 | 0.79 | 0.9 | 0.61 | 0.46 | 0.82 | 0.5 | 0.69 | 0.64 | 0.59 | 0.73 | 0.67 | 0.36 |
| RS | NA | 0.0 | 0.0 | 0.0 | 0.07 | 0.25 | NA | 0.53 | 0.0 | 0.0 | 0.0 | 0.17 | 0.83 | 0.78 | 0.88 | 0.82 | 0.9 | 0.89 | 0.92 | 0.97 | 0.96 | 0.94 | 0.95 | 0.93 | 0.87 | 0.75 | 0.88 | 0.88 | 0.81 | 0.78 | 0.72 | 0.71 | 0.73 | 0.65 | 0.55 | 0.48 | 0.57 | 0.32 | 0.47 | 0.61 | 0.41 | 0.29 | 0.4 | 0.15 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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* Day change on 03/24/2023.Best Closed End Funds
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