Find A Portfolio/Ticker
Comparison Box
URVEX: Columbia Mid Cap Core R (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/13/2007 |
Last Dividend Date: | 12/08/2010 |
12-Mo. Yield | 6.68% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/04/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/13/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 12.5 | -4.4 | -5.4 | -3.0 | 25.8 | 31.3 | -50.2 | -0.3 |
Sharpe Ratio | NA | 0.55 | -0.14 | -0.2 | -0.65 | 1.16 | 1.01 | -1.12 | -0.17 |
Draw Down(%) | NA | 16.6 | 61.9 | 65.9 | 10.7 | 16.6 | 25.8 | 60.1 | 14.2 |
Standard Deviation(%) | NA | 22.5 | 34.2 | 31.2 | 17.7 | 22.2 | 30.8 | 45.7 | 19.6 |
Treynor Ratio | NA | 0.12 | -0.05 | -0.06 | -0.15 | 0.25 | 0.33 | -0.51 | -0.03 |
Alpha | NA | -0.06 | -0.09 | -0.05 | -0.16 | 0.0 | -0.02 | -0.06 | 0.0 |
Beta | NA | 1.0 | 0.98 | 0.99 | 0.79 | 1.02 | 0.94 | 1.0 | 1.08 |
RSquared | NA | 0.9 | 0.96 | 0.95 | 0.47 | 0.99 | 0.99 | 0.96 | 0.92 |
Yield(%) | N/A | 6.7 | 1.8 | N/A | 0.0 | 7.2 | 0.0 | 0.0 | 3.7 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/13/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR® S&P MIDCAP 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Earnings Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX® Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Mid-Cap ETF) (94%)
- VXF (Vanguard Extended Market Index Fund ETF Shares) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 Index Fund ETF Shares) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)