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SSVIX: Columbia Select Smaller Cap Value R5 (MUTUAL FUND)
Basic Info 20.93 0.26(1.23%) May 31
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/11/2002 |
| Last Dividend Date: | 12/08/2022 |
| 12-Mo. Yield | 0.96% |
| Expenses | 1.53% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.8 | -1.9 | -3.5 | 16.1 | 4.7 | 7.4 | 7.4 | 7.9 | -11.5 | 24.3 | 9.9 | 19.1 | -13.3 | 12.9 | 13.2 | -3.6 | 5.8 | 48.7 | 15.9 | -9.0 | 27.4 | 37.3 | -40.8 | 6.8 | 20.7 | -5.1 | 18.0 | 49.9 | -15.9 |
| SR | NA | -0.3 | -0.14 | 0.65 | 0.14 | 0.31 | NA | 0.28 | -0.49 | 1.14 | 0.2 | 1.14 | -0.84 | 1.13 | 0.67 | -0.22 | 0.39 | 3.26 | 0.91 | -0.27 | 1.14 | 1.02 | -0.93 | 0.2 | 1.1 | -0.49 | 0.97 | 2.44 | -0.68 |
| DD(%) | NA | 14.8 | 16.4 | 24.0 | 48.5 | 48.5 | NA | 63.7 | 24.0 | 13.0 | 47.6 | 12.1 | 24.7 | 6.0 | 17.0 | 17.0 | 14.1 | 6.2 | 15.4 | 32.9 | 19.2 | 35.8 | 57.7 | 14.0 | 16.6 | 14.3 | 15.0 | 17.0 | 35.3 |
| SD(%) | NA | 20.9 | 24.7 | 24.4 | 28.3 | 22.9 | NA | 24.5 | 26.3 | 21.2 | 47.7 | 15.5 | 17.4 | 10.9 | 19.3 | 16.7 | 15.0 | 14.9 | 17.6 | 33.1 | 24.0 | 36.4 | 44.6 | 18.8 | 15.9 | 14.9 | 17.6 | 20.2 | 25.7 |
| TR | NA | -0.06 | -0.03 | 0.16 | 0.04 | 0.07 | NA | 0.07 | -0.14 | 0.24 | 0.08 | 0.18 | -0.15 | 0.13 | 0.12 | -0.03 | 0.06 | 0.46 | 0.15 | -0.09 | 0.28 | 0.38 | -0.43 | 0.04 | 0.18 | -0.08 | 0.17 | 0.45 | -0.18 |
| Alpha(%) | NA | -0.01 | 0.01 | 0.02 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.02 | -0.03 | -0.03 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.02 | -0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.02 | 0.02 | -0.05 | -0.01 | 0.0 | 0.02 |
| Beta(%) | NA | 1.02 | 0.98 | 1.01 | 1.06 | 1.06 | NA | 1.02 | 0.93 | 1.02 | 1.16 | 1.01 | 0.98 | 0.97 | 1.1 | 1.04 | 0.98 | 1.05 | 1.03 | 1.04 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.95 | 1.03 | 1.08 | 0.95 |
| RS | NA | 0.93 | 0.93 | 0.9 | 0.93 | 0.93 | NA | 0.93 | 0.93 | 0.82 | 0.96 | 0.91 | 0.91 | 0.81 | 0.92 | 0.92 | 0.88 | 0.92 | 0.9 | 0.97 | 0.95 | 0.95 | 0.95 | 0.92 | 0.89 | 0.85 | 0.88 | 0.9 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2002
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See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 05/31/2023.Latest Articles Related to SSVIX
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