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UMINX: Columbia International Growth Z (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 04/05/2011 |
| 12-Mo. Yield | 6.20% |
| Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 24.0 | -8.2 | -0.8 | 3.4 | 3.9 | -0.1 | 14.1 | 22.3 | -43.6 | 11.3 | 21.9 | 17.6 | 22.0 | 42.3 | -21.5 | -27.2 | -23.9 | 56.2 | 7.9 | 9.3 | 1.9 |
| Sharpe Ratio | NA | 1.22 | -0.28 | -0.08 | 0.1 | -0.05 | -0.02 | 0.64 | 0.87 | -1.08 | 0.44 | 1.24 | 1.57 | 1.75 | 3.41 | -1.43 | -1.65 | -1.28 | 3.37 | 0.26 | -3.41 | 0.02 |
| Draw Down(%) | NA | 10.0 | 58.0 | 59.8 | 59.8 | 64.3 | 10.0 | 18.0 | 25.2 | 55.0 | 13.8 | 17.5 | 6.9 | 11.5 | 14.6 | 28.6 | 39.0 | 31.6 | 10.1 | 26.1 | 12.5 | 5.6 |
| Standard Deviation(%) | NA | 19.7 | 30.4 | 26.5 | 21.2 | 19.7 | 16.0 | 21.9 | 25.6 | 41.1 | 18.7 | 15.1 | 9.8 | 12.0 | 12.2 | 15.9 | 18.1 | 21.9 | 15.7 | 17.6 | 13.4 | 7.5 |
| Treynor Ratio | NA | 0.26 | -0.09 | -0.02 | 0.02 | -0.01 | 0.0 | 0.14 | 0.26 | -0.49 | 0.09 | 0.19 | 0.2 | 0.24 | 0.52 | -0.36 | -0.48 | -0.27 | 0.58 | 0.06 | -0.53 | 0.0 |
| Alpha | NA | -0.03 | -0.07 | -0.06 | -0.04 | -0.02 | -0.03 | 0.0 | -0.04 | -0.02 | -0.01 | -0.01 | 0.02 | 0.02 | 0.05 | -0.05 | -0.08 | -0.07 | 0.09 | -0.02 | -0.01 | -0.02 |
| Beta | NA | 0.94 | 0.9 | 0.91 | 0.87 | 0.86 | 0.76 | 0.99 | 0.85 | 0.91 | 0.94 | 0.96 | 0.76 | 0.88 | 0.8 | 0.63 | 0.62 | 1.02 | 0.91 | 0.81 | 0.86 | 0.87 |
| RSquared | NA | 0.86 | 0.94 | 0.93 | 0.88 | 0.83 | 0.59 | 0.96 | 0.93 | 0.95 | 0.96 | 0.91 | 0.65 | 0.9 | 0.81 | 0.75 | 0.49 | 0.69 | 0.61 | 0.8 | 0.82 | 0.78 |
| Yield(%) | N/A | 6.2 | 3.3 | 2.6 | 2.5 | N/A | 3.1 | 2.2 | 1.1 | 5.8 | 0.5 | 0.5 | 0.9 | 0.2 | 1.1 | 0.6 | 4.6 | 3.6 | 0.3 | 0.6 | 4.4 | 1.4 |
| Dividend Growth(%) | N/A | 505.8 | 599.3 | 138.7 | N/A | N/A | 57.5 | 135.2 | -89.5 | 1289.3 | 0.0 | -31.1 | 430.4 | -72.6 | 55.6 | -91.5 | -11.9 | 1663.4 | -40.6 | -85.8 | 207.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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