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RARCX: Columbia Absolute Ret Ccy & Inc C (MUTUAL FUND)
Basic Info
Asset Class: | Currency |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/22/2006 |
Last Dividend Date: | 09/04/2018 |
12-Mo. Yield | 0.00% |
Expenses | 2.07% |
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Performance Analytics (As of 09/10/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/16/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 6.8 | 4.1 | 4.0 | 2.1 | 1.5 | 5.8 | -4.8 | 1.2 | 22.9 | 3.5 | -8.7 | 1.4 | -0.3 | -0.2 | 0.1 | 0.4 | 5.5 | 3.2 |
Sharpe Ratio | NA | 0.59 | 0.33 | 0.31 | 0.19 | 0.17 | 0.82 | -0.5 | 0.09 | 1.26 | 0.43 | -2.23 | 0.09 | -0.08 | -0.07 | 0.0 | -0.08 | 0.46 | 0.86 |
Draw Down(%) | NA | 6.1 | 14.0 | 14.0 | 14.0 | 14.0 | 5.6 | 14.0 | 5.1 | 11.1 | 4.8 | 9.5 | 10.2 | 5.1 | 3.3 | 5.0 | 5.2 | 3.7 | 1.3 |
Standard Deviation(%) | NA | 9.7 | 10.5 | 11.7 | 10.1 | 9.3 | 8.8 | 10.9 | 10.4 | 18.2 | 8.1 | 3.9 | 15.2 | 4.4 | 4.2 | 4.9 | 6.3 | 5.4 | 3.2 |
Treynor Ratio | NA | 0.16 | 0.06 | 0.08 | 0.09 | 0.08 | 0.26 | -0.13 | 0.01 | 0.52 | 0.08 | -0.67 | 0.06 | -0.02 | -0.02 | 0.0 | 0.04 | 0.97 | -0.35 |
Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.01 | 0.03 | -0.02 | 0.0 | 0.11 | 0.03 | -0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.36 | 0.55 | 0.46 | 0.23 | 0.19 | 0.27 | 0.43 | 0.71 | 0.44 | 0.45 | 0.13 | 0.23 | 0.17 | 0.15 | 0.02 | -0.12 | 0.03 | -0.08 |
RSquared | NA | 0.04 | 0.09 | 0.05 | 0.02 | 0.02 | 0.03 | 0.05 | 0.16 | 0.02 | 0.05 | 0.03 | 0.01 | 0.1 | 0.14 | 0.0 | 0.02 | 0.0 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2007
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