Find A Portfolio/Ticker
Comparison Box
RSSCX: Columbia Strategic Allocation C (MUTUAL FUND)
Basic Info 12.14 0.03(0.25%) May 20
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 01/20/2006 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.01% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -16.7 | -15.7 | 1.8 | 2.5 | 4.3 | 2.2 | 2.6 | -2.4 | 11.7 | 14.7 | -7.7 | 17.3 | 4.2 | -1.5 | -0.1 | 12.0 | 12.1 | 0.6 | 10.3 | 17.7 | -30.7 | 6.1 | 14.8 | 6.4 | 12.1 | 19.0 | -13.3 | -5.9 | -12.5 |
| SR | NA | -2.58 | -1.43 | 0.11 | 0.17 | 0.43 | NA | 0.14 | -0.2 | 0.68 | 2.15 | -1.04 | 3.86 | 0.51 | -0.19 | -0.02 | 1.55 | 1.48 | 0.04 | 0.68 | 0.95 | -1.22 | 0.21 | 1.18 | 0.48 | 1.11 | 1.9 | -0.95 | -0.63 | -1.6 |
| DD(%) | NA | 17.8 | 19.7 | 21.5 | 21.5 | 21.5 | NA | 46.5 | 12.1 | 21.5 | 3.2 | 14.6 | 1.3 | 5.5 | 9.1 | 7.0 | 6.9 | 7.5 | 13.9 | 12.7 | 20.3 | 39.4 | 9.9 | 9.9 | 6.4 | 7.4 | 6.6 | 22.3 | 18.9 | 16.4 |
| SD(%) | NA | 14.8 | 11.0 | 12.5 | 10.7 | 9.2 | NA | 12.7 | 12.3 | 16.9 | 6.2 | 8.7 | 4.3 | 7.9 | 8.0 | 6.5 | 7.7 | 8.2 | 14.5 | 15.0 | 18.5 | 25.8 | 14.7 | 9.8 | 8.9 | 10.0 | 9.6 | 15.2 | 13.2 | 26.6 |
| TR | NA | -0.58 | -0.23 | 0.42 | 0.4 | 0.51 | NA | 0.06 | -0.04 | 8.3 | 0.35 | -0.35 | 0.17 | 0.05 | -0.02 | 0.0 | 0.12 | 0.13 | 0.01 | 0.08 | 0.14 | -0.27 | 0.02 | 0.1 | 0.04 | 0.1 | 0.21 | -0.14 | -0.08 | -0.22 |
| Alpha(%) | NA | -0.09 | -0.03 | 0.01 | 0.01 | 0.02 | NA | 0.01 | 0.0 | 0.05 | 0.04 | -0.03 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.03 | -0.04 | -0.07 | -0.01 | -0.03 | -0.01 | -0.04 | -0.02 | -0.03 | -0.29 |
| Beta(%) | NA | 0.65 | 0.69 | 0.03 | 0.04 | 0.08 | NA | 0.27 | 0.57 | 0.01 | 0.38 | 0.26 | 0.98 | 0.82 | 0.89 | 0.91 | 0.98 | 0.92 | 0.95 | 1.33 | 1.28 | 1.16 | 1.65 | 1.16 | 1.12 | 1.13 | 0.86 | 1.0 | 0.99 | 1.9 |
| RS | NA | 0.49 | 0.56 | 0.02 | 0.02 | 0.05 | NA | 0.18 | 0.3 | 0.0 | 0.24 | 0.21 | 0.79 | 0.79 | 0.82 | 0.88 | 0.91 | 0.9 | 0.92 | 0.92 | 0.92 | 0.84 | 0.82 | 0.76 | 0.6 | 0.7 | 0.65 | 0.82 | 0.72 | 0.32 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (Ivy Asset Strategy I) 0.38% (98%)
- PAUIX (PIMCO All Asset All Authority Inst) 0.41% (96%)
- PAAIX (PIMCO All Asset Instl) 0.35% (96%)
- WARCX (Wells Fargo Advantage Absolute Ret C) 0.20% (93%)
- RSSCX (Columbia Strategic Allocation C) 0.25% (93%)
- JSPCX (Janus Conservative Allocation T) 0.0% (92%)
- GBMFX (GMO Benchmark-Free Allocation III) 0.24% (92%)
- GBATX (GMO Strategic Opportunities Allc III) 0.30% (91%)
- GMWAX (GMO Global Asset Allocation III) 0.0% (91%)
- MALOX (BlackRock Global Allocation Instl) 0.11% (91%)
Best ETFs
- MCRO (IQ Hedge Macro Tracker ETF) 0.0% (47%)
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) 0.50% (47%)
- INKM (SPDR® SSgA Income Allocation ETF) 0.28% (46%)
- GAL (SPDR® SSgA Global Allocation ETF) 0.22% (46%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.22% (46%)
- GMOM (Cambria Global Momentum ETF) 0.06% (1%)
- GAA (Cambria Global Asset Allocation ETF) 0.11% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Fund) 0.0% (100%)
- CGO (Calamos Global Total Return) 0.75% (100%)
- DEX (Delaware Enhanced Global Div and Inc) 0.13% (99%)
- FEO (First Trust/Aberdeen Emerging Opp) 0.78% (99%)
- RCG (RENN Global Entrepreneurs Fund) 0.0% (99%)
Latest Articles Related to RSSCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
