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SCMIX: COLUMBIA SELIGMAN COMMUNICATIONS AND INFORMATION FUND COLUMBIA SELIGMAN COMMUNICATIONS AND INFORMATION FUND CLASS R5 (MUTUAL FUND)
Basic Info 136.25 0.62(0.46%) April 24
Asset Class: | Technology |
MyPlanIQ Rating: | (63%) |
Start Date: | 01/11/2002 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 4.55% |
Expenses | 1.43% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/14/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 3.5 | 33.7 | 7.9 | 19.7 | 19.7 | 18.3 | 14.5 | 12.9 | 44.7 | -31.0 | 39.4 | 44.9 | 54.6 | -7.8 | 34.5 | 15.8 | 9.6 | 26.3 | 23.8 | 7.9 | -4.3 | 15.7 | 60.6 | -36.2 | 15.4 | 22.4 | 7.8 | 11.1 | 43.2 | -37.7 |
Sharpe Ratio | NA | 2.01 | 1.99 | 0.33 | 0.73 | 0.78 | NA | NA | 0.51 | 2.07 | -0.95 | 1.78 | 1.07 | 2.63 | -0.38 | 2.36 | 0.78 | 0.51 | 1.64 | 1.77 | 0.44 | -0.16 | 0.84 | 2.51 | -1.0 | 0.76 | 1.25 | 0.43 | 0.57 | 2.04 | -1.13 |
Draw Down(%) | NA | 4.4 | 13.5 | 37.2 | 37.2 | 37.2 | NA | NA | 49.8 | 13.5 | 37.0 | 10.1 | 36.7 | 13.3 | 26.1 | 8.6 | 15.1 | 17.0 | 13.1 | 6.9 | 19.0 | 22.8 | 16.4 | 15.8 | 46.6 | 9.8 | 16.7 | 11.6 | 20.7 | 12.3 | 49.8 |
Standard Deviation(%) | NA | 19.4 | 18.5 | 25.4 | 28.8 | 24.6 | NA | NA | 23.5 | 19.7 | 34.3 | 22.1 | 41.6 | 20.2 | 24.2 | 14.4 | 20.0 | 18.6 | 16.0 | 13.4 | 17.9 | 26.7 | 18.6 | 24.1 | 37.2 | 16.3 | 15.4 | 13.3 | 17.8 | 20.8 | 35.2 |
Treynor Ratio | NA | 0.42 | 0.38 | 0.09 | 0.21 | 0.19 | NA | NA | 0.13 | 0.42 | -0.33 | 0.39 | 0.45 | 0.5 | -0.09 | 0.29 | 0.14 | 0.1 | 0.25 | 0.25 | 0.08 | -0.04 | 0.17 | 0.73 | -0.42 | 0.14 | 0.21 | 0.06 | 0.12 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | -0.01 | 0.03 | 0.0 | 0.01 | -0.04 | -0.03 | 0.0 | 0.02 | 0.03 | -0.02 | -0.02 | -0.02 | 0.01 | 0.03 | 0.02 | 0.01 | 0.05 | 0.02 | 0.05 | NA | NA |
Beta | NA | 0.94 | 0.96 | 0.98 | 0.99 | 1.0 | NA | NA | 0.95 | 0.98 | 0.98 | 1.01 | 0.99 | 1.06 | 0.98 | 1.17 | 1.11 | 0.93 | 1.04 | 0.96 | 1.02 | 1.04 | 0.9 | 0.83 | 0.88 | 0.87 | 0.9 | 0.91 | 0.86 | NA | NA |
RSquared | NA | 0.92 | 0.87 | 0.91 | 0.91 | 0.89 | NA | NA | 0.78 | 0.87 | 0.95 | 0.84 | 0.92 | 0.89 | 0.9 | 0.82 | 0.86 | 0.79 | 0.84 | 0.81 | 0.89 | 0.97 | 0.95 | 0.94 | 0.94 | 0.9 | 0.85 | 0.82 | 0.83 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.6 | 6.9 | 11.7 | 14.9 | 19.4 | 17.8 | N/A | 6.3 | 5.1 | 13.3 | 12.2 | 14.5 | 9.2 | 12.7 | 8.6 | 10.4 | 14.1 | 1.7 | 6.3 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -22.7 | 5.3 | 46.5 | 1495.0 | N/A | N/A | N/A | -22.7 | -50.5 | 40.3 | 18.2 | 28.8 | -10.1 | 62.0 | -18.6 | -16.8 | 846.2 | -71.2 | 54.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2002
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