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UMESX: COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z (MUTUAL FUND)

Basic Info

Asset Class:	Natural Resources
MyPlanIQ Rating:	(23%)
Start Date:	07/02/1993
Last Dividend Date:	12/16/2019
12-Mo. Yield	3.09%
Expenses	1.09%
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Performance Analytics (As of 08/07/2020)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 07/02/1993	2020
Annualized Return(%) ?	2.3	-14.7	-6.9	-2.5	-1.1	0.8	4.2	6.6	-23.7
Sharpe Ratio ?	NA	-0.34	-0.27	-0.12	-0.06	NA	NA	0.2	-0.65
Draw Down(%) ?	NA	51.7	58.4	58.4	61.0	NA	NA	66.9	51.7

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 07/02/1993	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
Annualized Return(%) ?	2.3	-14.7	-6.9	-2.5	-1.1	0.8	4.2	6.6	-23.7	14.7	-19.0	12.8	24.4	-20.7	-11.5	14.6	1.5	-10.9	17.3	40.7	-43.8	36.3	11.3	45.7	34.3	32.8	-9.8	-16.5	42.6	27.8	-15.9	18.5	37.0	20.1	-2.8	-2.7
Sharpe Ratio ?	NA	-0.34	-0.27	-0.12	-0.06	NA	NA	0.2	-0.65	0.82	-1.04	1.16	1.12	-0.98	-0.7	0.99	0.07	-0.33	0.67	1.1	-0.77	1.46	0.32	1.76	1.79	2.17	-0.44	-0.85	1.21	1.13	-0.8	0.8	2.93	1.9	-0.61	-0.9
Draw Down(%) ?	NA	51.7	58.4	58.4	61.0	NA	NA	66.9	51.7	16.5	28.8	7.7	14.3	26.4	27.5	9.4	22.4	34.0	20.9	21.3	62.8	13.9	22.3	15.0	9.7	9.0	29.8	32.4	22.6	17.5	32.9	17.8	7.0	4.3	10.9	13.1
Standard Deviation(%) ?	NA	45.1	29.4	26.2	23.9	NA	NA	25.2	56.6	16.2	19.6	10.5	21.6	21.2	16.3	14.7	19.8	33.1	25.7	37.0	58.2	22.8	25.3	24.7	18.6	14.8	24.7	22.4	31.8	21.6	23.9	18.8	11.3	8.6	9.3	8.2
Treynor Ratio ?	NA	-0.15	-0.08	-0.04	-0.02	NA	NA	0.05	-0.36	0.13	-0.22	0.22	0.31	-0.27	-0.15	0.17	0.02	-0.11	0.16	0.43	-0.5	0.36	0.08	0.42	0.34	0.35	-0.11	-0.23	0.38	0.24	-0.19	0.14	0.43	0.33	-0.08	-0.18
Alpha	NA	-0.03	-0.02	-0.01	0.0	NA	NA	0.0	-0.08	0.0	-0.01	0.03	0.01	-0.01	0.0	0.0	0.0	-0.01	-0.01	-0.02	-0.01	-0.01	0.02	-0.02	0.01	0.01	-0.04	-0.05	0.01	0.01	0.0	0.12	0.08	0.05	-0.02	-0.05
Beta	NA	1.03	0.96	0.88	0.89	NA	NA	0.92	1.02	1.02	0.9	0.56	0.77	0.77	0.78	0.85	0.9	0.98	1.06	0.94	0.89	0.94	0.98	1.03	0.98	0.93	0.99	0.84	1.01	1.02	1.03	1.04	0.78	0.5	0.67	0.41
RSquared ?	NA	0.64	0.64	0.7	0.8	NA	NA	0.84	0.62	0.79	0.78	0.63	0.88	0.88	0.92	0.87	0.97	0.99	0.95	0.96	0.96	0.94	0.95	0.95	0.9	0.86	0.91	0.88	0.67	0.78	0.68	0.52	0.31	0.19	0.47	0.23
Yield(%)	N/A	3.1	2.3	1.8	2.2	4.8	7.0	N/A	0.0	3.1	1.8	2.1	2.0	0.0	6.4	2.5	0.8	2.0	0.1	0.4	1.5	18.8	20.9	27.9	7.1	0.3	0.7	0.6	12.1	6.0	0.7	10.9	11.2	0.9	1.3	0.8
Dividend Growth(%)	N/A	34.4	-27.1	-40.5	-76.7	N/A	N/A	N/A	-100.0	34.4	-1.7	31.9	N/A	-100.0	181.2	218.8	-66.4	3866.7	-77.8	-86.4	-89.8	-25.7	-2.7	379.5	2578.6	-54.3	-3.2	-93.5	135.9	598.9	-92.8	21.9	1328.2	-31.1	47.1	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 07/02/1993	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
Annualized Return(%) ?	2.3	-14.7	-6.9	-2.5	-1.1	0.8	4.2	6.6	-23.7	14.7	-19.0	12.8	24.4	-20.7	-11.5	14.6	1.5	-10.9	17.3	40.7	-43.8	36.3	11.3	45.7	34.3	32.8	-9.8	-16.5	42.6	27.8	-15.9	18.5	37.0	20.1	-2.8	-2.7
Sharpe Ratio ?	NA	-0.34	-0.27	-0.12	-0.06	NA	NA	0.2	-0.65	0.82	-1.04	1.16	1.12	-0.98	-0.7	0.99	0.07	-0.33	0.67	1.1	-0.77	1.46	0.32	1.76	1.79	2.17	-0.44	-0.85	1.21	1.13	-0.8	0.8	2.93	1.9	-0.61	-0.9
Draw Down(%) ?	NA	51.7	58.4	58.4	61.0	NA	NA	66.9	51.7	16.5	28.8	7.7	14.3	26.4	27.5	9.4	22.4	34.0	20.9	21.3	62.8	13.9	22.3	15.0	9.7	9.0	29.8	32.4	22.6	17.5	32.9	17.8	7.0	4.3	10.9	13.1
Standard Deviation(%) ?	NA	45.1	29.4	26.2	23.9	NA	NA	25.2	56.6	16.2	19.6	10.5	21.6	21.2	16.3	14.7	19.8	33.1	25.7	37.0	58.2	22.8	25.3	24.7	18.6	14.8	24.7	22.4	31.8	21.6	23.9	18.8	11.3	8.6	9.3	8.2
Treynor Ratio ?	NA	-0.15	-0.08	-0.04	-0.02	NA	NA	0.05	-0.36	0.13	-0.22	0.22	0.31	-0.27	-0.15	0.17	0.02	-0.11	0.16	0.43	-0.5	0.36	0.08	0.42	0.34	0.35	-0.11	-0.23	0.38	0.24	-0.19	0.14	0.43	0.33	-0.08	-0.18
Alpha	NA	-0.03	-0.02	-0.01	0.0	NA	NA	0.0	-0.08	0.0	-0.01	0.03	0.01	-0.01	0.0	0.0	0.0	-0.01	-0.01	-0.02	-0.01	-0.01	0.02	-0.02	0.01	0.01	-0.04	-0.05	0.01	0.01	0.0	0.12	0.08	0.05	-0.02	-0.05
Beta	NA	1.03	0.96	0.88	0.89	NA	NA	0.92	1.02	1.02	0.9	0.56	0.77	0.77	0.78	0.85	0.9	0.98	1.06	0.94	0.89	0.94	0.98	1.03	0.98	0.93	0.99	0.84	1.01	1.02	1.03	1.04	0.78	0.5	0.67	0.41
RSquared ?	NA	0.64	0.64	0.7	0.8	NA	NA	0.84	0.62	0.79	0.78	0.63	0.88	0.88	0.92	0.87	0.97	0.99	0.95	0.96	0.96	0.94	0.95	0.95	0.9	0.86	0.91	0.88	0.67	0.78	0.68	0.52	0.31	0.19	0.47	0.23
Yield(%)	N/A	3.1	2.3	1.8	2.2	4.8	7.0	N/A	0.0	3.1	1.8	2.1	2.0	0.0	6.4	2.5	0.8	2.0	0.1	0.4	1.5	18.8	20.9	27.9	7.1	0.3	0.7	0.6	12.1	6.0	0.7	10.9	11.2	0.9	1.3	0.8
Dividend Growth(%)	N/A	34.4	-27.1	-40.5	-76.7	N/A	N/A	N/A	-100.0	34.4	-1.7	31.9	N/A	-100.0	181.2	218.8	-66.4	3866.7	-77.8	-86.4	-89.8	-25.7	-2.7	379.5	2578.6	-54.3	-3.2	-93.5	135.9	598.9	-92.8	21.9	1328.2	-31.1	47.1	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/1993

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UMESX: COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z (MUTUAL FUND)

Basic Info

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UMESX: COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z (MUTUAL FUND)

Basic Info

Performance Analytics (As of 08/07/2020)

Top Rated Funds in Natural Resources

Best Mutual Funds

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Best Closed End Funds

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