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UMECX: Columbia Select Opportunities Z (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/14/2004 |
Last Dividend Date: | 09/22/2010 |
12-Mo. Yield | 0.13% |
Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/14/2004 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 14.4 | -1.4 | 2.7 | 6.0 | 3.0 | 17.7 | 34.4 | -43.9 | 16.0 | 19.4 | 6.8 | 11.0 |
Sharpe Ratio | NA | 0.71 | -0.05 | 0.05 | 0.18 | 0.92 | 0.84 | 1.1 | -0.93 | 0.72 | 1.32 | 0.46 | 1.44 |
Draw Down(%) | NA | 17.1 | 59.2 | 59.7 | 59.7 | 4.4 | 17.1 | 27.8 | 59.2 | 13.5 | 11.4 | 8.0 | 6.0 |
Standard Deviation(%) | NA | 20.3 | 34.9 | 29.7 | 25.3 | 13.3 | 20.9 | 31.2 | 48.0 | 18.2 | 12.3 | 10.1 | 10.2 |
Treynor Ratio | NA | 0.14 | -0.01 | 0.01 | 0.04 | 0.17 | 0.16 | 0.28 | -0.36 | 0.13 | 0.2 | 0.06 | 0.25 |
Alpha | NA | -0.02 | -0.06 | -0.04 | 0.0 | -0.02 | 0.02 | -0.02 | 0.01 | 0.02 | 0.06 | -0.01 | 0.04 |
Beta | NA | 1.02 | 1.2 | 1.17 | 1.11 | 0.71 | 1.07 | 1.23 | 1.22 | 1.02 | 0.82 | 0.72 | 0.59 |
RSquared | NA | 0.92 | 0.91 | 0.9 | 0.87 | 0.69 | 0.96 | 0.94 | 0.91 | 0.85 | 0.76 | 0.72 | 0.7 |
Yield(%) | N/A | 0.1 | 0.8 | 1.5 | N/A | 0.0 | 0.1 | 0.9 | 1.7 | 3.7 | 0.6 | 0.4 | 0.3 |
Dividend Growth(%) | N/A | -65.2 | -44.1 | N/A | N/A | -100.0 | -78.9 | -70.8 | -49.3 | 643.5 | 43.8 | 54.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/2004
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