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RSSCX: Columbia Strategic Allocation C (MUTUAL FUND)
Basic Info 11.33 0.16(1.39%) February 03
Asset Class: | World Allocation |
MyPlanIQ Rating: | (93%) |
Start Date: | 01/20/2006 |
Last Dividend Date: | 12/19/2022 |
12-Mo. Yield | 0.00% |
Expenses | 2.01% |
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Performance Analytics (As of 02/03/2023)
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.1 | 6.2 | -13.6 | -0.7 | 0.2 | 3.0 | 2.7 | 2.5 | -21.7 | -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 | 7.93 | -0.97 | -0.09 | -0.06 | 0.24 | NA | 0.12 | -1.48 | -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 | 1.4 | 25.9 | 29.3 | 29.3 | 29.3 | NA | 46.5 | 27.6 | 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 | 11.3 | 15.7 | 14.3 | 12.1 | 9.9 | NA | 12.8 | 15.6 | 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 | 1.06 | -0.17 | -0.26 | -0.11 | 0.26 | NA | 0.06 | -0.27 | -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 | 0.08 | -0.02 | 0.0 | 0.0 | 0.01 | NA | 0.01 | -0.04 | 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 | 0.84 | 0.88 | 0.05 | 0.06 | 0.09 | NA | 0.28 | 0.86 | 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 | 0.71 | 0.74 | 0.03 | 0.04 | 0.06 | NA | 0.19 | 0.71 | 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
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