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RPOYX: Columbia Retirement Plus 2035 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/27/2006 |
Last Dividend Date: | 05/16/2012 |
12-Mo. Yield | 3.76% |
Expenses | - |
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Performance Analytics (As of 08/27/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/27/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 13.0 | 9.2 | -0.8 | 0.7 | 9.0 | -1.3 | 13.1 | 20.7 | -35.8 | 6.1 | 4.1 |
Sharpe Ratio | NA | 0.86 | 0.56 | -0.06 | -0.01 | 1.35 | -0.07 | 0.78 | 0.95 | -1.11 | 0.19 | 1.18 |
Draw Down(%) | NA | 9.4 | 18.1 | 52.8 | 52.8 | 8.1 | 18.1 | 14.1 | 23.9 | 45.3 | 11.2 | 5.8 |
Standard Deviation(%) | NA | 15.1 | 16.2 | 22.1 | 21.2 | 10.4 | 18.8 | 16.8 | 21.6 | 32.8 | 16.8 | 19.7 |
Treynor Ratio | NA | 0.16 | 0.1 | -0.01 | 0.0 | 0.17 | -0.02 | 0.13 | 0.24 | -0.41 | 0.03 | 0.2 |
Alpha | NA | -0.01 | -0.02 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 |
Beta | NA | 0.82 | 0.9 | 0.9 | 0.91 | 0.82 | 0.85 | 0.99 | 0.86 | 0.89 | 1.14 | 1.15 |
RSquared | NA | 0.96 | 0.97 | 0.97 | 0.95 | 0.95 | 0.97 | 0.98 | 0.98 | 0.98 | 0.98 | 0.16 |
Yield(%) | N/A | 3.8 | 3.2 | 3.1 | N/A | 1.0 | 2.7 | 1.9 | 3.6 | 0.2 | 9.1 | 3.2 |
Dividend Growth(%) | N/A | 101.3 | N/A | N/A | N/A | -65.2 | 53.3 | -37.5 | 1100.0 | -97.9 | 187.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2006
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