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RSOOX: COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R (MUTUAL FUND)
Basic Info 39.91 0.13(0.33%) July 25
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 07/30/2008 |
| Last Dividend Date: | 03/20/2025 |
| 12-Mo. Yield | 1.83% |
| Expenses | 0.81% |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/30/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 7.1 | 6.7 | 6.2 | 7.6 | 6.8 | 8.9 | 7.5 | 9.3 | 3.7 | -6.4 | 13.9 | -0.3 | 23.2 | -5.7 | 14.0 | 13.1 | -2.9 | 9.5 | 25.5 | 12.8 | 6.4 | 16.5 | 28.2 | -26.5 |
| Sharpe Ratio | NA | 0.57 | 0.22 | 0.2 | 0.37 | 0.32 | NA | 0.35 | 0.23 | -0.05 | -0.43 | 0.88 | -0.02 | 2.05 | -0.49 | 2.11 | 1.08 | -0.2 | 0.96 | 2.46 | 1.16 | 0.31 | 0.95 | 1.06 | -0.94 |
| Draw Down(%) | NA | 14.2 | 17.8 | 17.8 | 20.5 | 34.8 | NA | 46.3 | 11.3 | 11.6 | 16.3 | 10.4 | 34.8 | 6.0 | 15.5 | 3.8 | 7.7 | 14.0 | 7.4 | 5.8 | 8.7 | 17.2 | 14.4 | 27.8 | 39.6 |
| Standard Deviation(%) | NA | 17.7 | 16.0 | 14.5 | 15.2 | 16.7 | NA | 18.7 | 11.6 | 12.3 | 18.3 | 15.8 | 33.2 | 10.6 | 14.2 | 6.4 | 11.9 | 14.9 | 9.9 | 10.3 | 11.1 | 21.0 | 17.2 | 26.5 | 55.2 |
| Treynor Ratio | NA | 0.11 | 0.04 | 0.03 | 0.06 | 0.06 | NA | 0.07 | 0.03 | -0.01 | -0.08 | 0.15 | -0.01 | 0.24 | -0.08 | 0.17 | 0.15 | -0.03 | 0.11 | 0.28 | 0.15 | 0.07 | 0.18 | 0.34 | -0.59 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.02 | -0.02 | -0.02 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.04 | -0.05 |
| Beta | NA | 0.95 | 0.95 | 0.97 | 0.95 | 0.92 | NA | 0.89 | 0.98 | 1.02 | 0.93 | 0.95 | 0.93 | 0.9 | 0.88 | 0.78 | 0.83 | 0.92 | 0.88 | 0.91 | 0.86 | 0.87 | 0.92 | 0.82 | 0.89 |
| RSquared | NA | 0.97 | 0.88 | 0.9 | 0.86 | 0.92 | NA | 0.94 | 0.78 | 0.97 | 0.93 | 0.61 | 0.99 | 0.95 | 0.94 | 0.74 | 0.87 | 0.91 | 0.93 | 0.96 | 0.96 | 0.97 | 0.96 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.6 | 1.8 | 2.4 | 11.5 | 9.5 | 11.4 | N/A | 2.6 | 2.7 | 2.5 | 2.7 | 7.6 | 13.3 | 10.6 | 11.8 | 4.0 | 5.1 | 15.9 | 7.9 | 4.2 | 3.5 | 3.5 | 4.7 | 0.9 |
| Dividend Growth(%) | N/A | -75.0 | -22.8 | -15.0 | 11.0 | N/A | N/A | N/A | -0.1 | -0.4 | 1.7 | 36.0 | -37.6 | 5.1 | -8.0 | 229.5 | -29.0 | -69.9 | 128.8 | 105.0 | 22.2 | 11.6 | -7.7 | 276.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2008
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View Historical Data in an advanced chart |
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See LARGE VALUE Asset Class Trend Rankings |
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