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SMCEX: COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/1992 |
Last Dividend Date: | 12/05/2019 |
12-Mo. Yield | 0.85% |
Expenses | 1.08% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -13.6 | -4.8 | -0.1 | 5.5 | 4.3 | 6.6 | 7.7 | -19.8 | 21.0 | -17.7 | 6.5 | 16.1 | -7.3 | -0.2 | 36.2 | 13.4 | -2.9 | 28.3 | 33.9 | -33.0 | -0.4 | 16.2 | 6.3 | 16.6 | 39.1 | -12.7 | 18.9 | 17.2 | 10.8 | -5.2 | 31.7 | 27.2 | 22.7 | -4.9 | 4.7 | 1.6 |
Sharpe Ratio | NA | -0.34 | -0.22 | -0.08 | 0.18 | NA | NA | 0.29 | -0.6 | 1.17 | -1.05 | 0.47 | 0.28 | -0.47 | -0.01 | 2.54 | 0.8 | -0.09 | 1.21 | 0.97 | -0.84 | -0.19 | 0.9 | 0.3 | 1.12 | 2.66 | -0.7 | 1.11 | 0.89 | 0.8 | -0.6 | 2.63 | 2.78 | 1.96 | -0.76 | 0.28 | NA |
Draw Down(%) | NA | 45.1 | 49.1 | 49.1 | 49.1 | NA | NA | 58.7 | 45.1 | 13.0 | 28.8 | 7.7 | 32.0 | 15.2 | 14.0 | 6.3 | 14.0 | 27.6 | 18.4 | 33.0 | 48.7 | 14.3 | 12.0 | 10.0 | 10.7 | 12.1 | 28.7 | 15.1 | 7.4 | 11.8 | 31.2 | 9.5 | 10.1 | 8.5 | 12.5 | 9.8 | 0.0 |
Standard Deviation(%) | NA | 43.3 | 28.4 | 34.2 | 28.1 | NA | NA | 22.4 | 57.9 | 16.7 | 18.1 | 12.6 | 56.4 | 15.4 | 15.0 | 14.2 | 16.8 | 32.3 | 23.4 | 34.8 | 40.5 | 17.9 | 14.5 | 13.4 | 13.9 | 14.4 | 19.8 | 15.2 | 14.8 | 9.5 | 14.2 | 10.6 | 8.4 | 9.7 | 10.4 | 9.4 | 0.0 |
Treynor Ratio | NA | -0.14 | -0.06 | -0.02 | 0.05 | NA | NA | 0.07 | -0.32 | 0.18 | -0.18 | 0.05 | 0.15 | -0.08 | 0.0 | 0.36 | 0.13 | -0.03 | 0.29 | 0.35 | -0.38 | -0.04 | 0.14 | 0.05 | 0.18 | 0.48 | -0.19 | 0.28 | 0.32 | 0.21 | -0.15 | 0.45 | 0.47 | 0.32 | -0.11 | 0.04 | 0.0 |
Alpha | NA | -0.03 | -0.04 | -0.02 | -0.02 | NA | NA | 0.01 | -0.06 | -0.03 | -0.04 | -0.04 | 0.05 | -0.02 | -0.03 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.06 | 0.06 | 0.02 | 0.0 | 0.06 | 0.07 | 0.03 | -0.01 | -0.01 | NA |
Beta | NA | 1.08 | 1.07 | 1.06 | 1.04 | NA | NA | 0.86 | 1.07 | 1.09 | 1.04 | 1.19 | 1.03 | 0.95 | 1.0 | 1.01 | 1.01 | 1.02 | 0.97 | 0.96 | 0.9 | 0.95 | 0.93 | 0.91 | 0.85 | 0.8 | 0.74 | 0.6 | 0.41 | 0.37 | 0.58 | 0.62 | 0.5 | 0.6 | 0.7 | 0.59 | NA |
RSquared | NA | 0.96 | 0.96 | 0.45 | 0.58 | NA | NA | 0.67 | 0.97 | 0.93 | 0.96 | 0.92 | 0.08 | 0.9 | 0.91 | 0.93 | 0.95 | 0.98 | 0.96 | 0.97 | 0.98 | 0.96 | 0.96 | 0.96 | 0.96 | 0.95 | 0.88 | 0.85 | 0.69 | 0.4 | 0.78 | 0.71 | 0.56 | 0.28 | 0.5 | 0.46 | 0.0 |
Yield(%) | N/A | 0.8 | 12.6 | 14.4 | 14.4 | 9.1 | 11.2 | N/A | 0.0 | 0.9 | 21.1 | 18.1 | 37.1 | 30.1 | 8.0 | 10.2 | 4.0 | 3.5 | 0.0 | 0.0 | 7.5 | 19.3 | 11.8 | 8.1 | 6.5 | 3.8 | 0.1 | 10.5 | 14.9 | 10.9 | 8.8 | 19.9 | 17.4 | 0.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -97.2 | -69.0 | 202.2 | 33.2 | N/A | N/A | N/A | -100.0 | -97.2 | 2.9 | -60.1 | -22.1 | 248.1 | -5.9 | 183.3 | 5.3 | N/A | N/A | -100.0 | -69.1 | 68.3 | 47.3 | 33.9 | 128.6 | 4800.0 | -99.3 | -29.0 | 34.0 | 6.7 | -50.5 | 24.7 | 21800.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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