Columbia International Value A (NIVLX)

Basic Info

Columbia International Value A started on 08/25/1998
Columbia International Value A is classified as asset class Foreign Large Value
Columbia International Value A expense ratio is 1.46%
Columbia International Value A rating is
Not Rated

Columbia International Value A (NIVLX) Dividend Info

Columbia International Value A (NIVLX) dividend growth in the last 12 months is -44.28%

The trailing 12-month yield of Columbia International Value A is 1.56%. its dividend history:

DateDividend
12/18/2015 0.229
06/23/2015 0.028
12/18/2014 0.383
06/24/2014 0.197
12/19/2013 0.711
12/18/2012 0.46
06/19/2012 0.023
12/20/2011 0.441
06/17/2011 0.054
12/30/2010 0.01
12/20/2010 0.274
06/17/2010 0.11
12/18/2009 0.209
12/19/2008 0.84
06/18/2008 1.405
12/21/2007 4.081
06/20/2007 1.685
12/21/2006 2.091
06/19/2006 1.488
12/22/2005 1.604
05/18/2005 0.804
12/29/2004 0.25
11/19/2004 0.789
12/29/2003 0.166
12/27/2002 0.131
12/26/2001 0.175
11/14/2001 0.303
05/21/2001 0.061
12/22/2000 0.038
11/16/2000 0.317
09/25/2000 0.105
06/20/2000 0.051
05/18/2000 0.878
03/23/2000 0.09

Dividend Growth History for Columbia International Value A (NIVLX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2015
2015 $0.257 1.89% -55.69% -
2014 $0.58 3.85% -18.42% -55.69%
2013 $0.711 5.51% 47.20% -39.88%
2012 $0.483 3.93% -2.42% -18.97%
2011 $0.495 3.51% 25.63% -15.11%
2010 $0.394 2.73% 88.52% -8.19%
2009 $0.209 1.77% -90.69% 3.51%
2008 $2.245 10.75% -61.06% -26.63%
2007 $5.766 22.89% 61.11% -32.22%
2006 $3.579 15.42% 48.63% -25.37%
2005 $2.408 10.64% 131.76% -20.05%
2004 $1.039 5.36% 525.90% -11.93%
2003 $0.166 1.26% 26.72% 3.71%
2002 $0.131 0.81% -75.70% 5.32%
2001 $0.539 2.89% -63.56% -5.15%
2000 $1.479 7.50% - -11.01%

Dividend Growth Chart for Columbia International Value A (NIVLX)

Columbia International Value A (NIVLX) Historical Returns And Risk Info

From 08/25/1998 to 06/27/2016, the compound annualized total return (dividend reinvested) of Columbia International Value A (NIVLX) is 5.823%. Its cumulative total return (dividend reinvested) is 173.995%.

From 08/25/1998 to 06/27/2016, the Maximum Drawdown of Columbia International Value A (NIVLX) is 69.4%.

From 08/25/1998 to 06/27/2016, the Sharpe Ratio of Columbia International Value A (NIVLX) is -0.07.

From 08/25/1998 to 06/27/2016, the Annualized Standard Deviation of Columbia International Value A (NIVLX) is 20.6%.

From 08/25/1998 to 06/27/2016, the Beta of Columbia International Value A (NIVLX) is 0.89.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
08/25/1998		 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return(%) 0.0 0.0 0.0 -3.4 1.4 4.3 5.8 -11.7 2.0 -10.8 20.6 5.9 -14.4 -0.5 20.5 -44.4 -16.1 10.9 -0.9 18.5 49.1 -19.0 -14.9 -5.1 46.7 5.2
Sharpe Ratio NA -0.86 -0.18 -0.14 -0.27 NA -0.07 -0.96 0.12 -0.89 1.47 0.35 -0.59 -0.03 0.77 -1.12 -0.82 0.45 -0.25 1.24 2.98 -0.94 -1.07 -0.6 3.02 0.41
Draw Down(%) NA 21.2 24.8 25.4 69.4 NA 69.4 14.7 14.4 14.1 9.3 17.8 24.2 18.6 28.3 51.5 24.3 17.6 11.0 12.0 19.8 33.1 26.9 12.4 8.2 12.1
Standard Deviation(%) NA 21.7 16.5 18.6 23.4 NA 20.6 23.9 16.3 12.1 14.0 16.9 24.6 19.8 26.3 40.4 23.4 16.9 12.2 14.2 16.2 21.4 16.4 15.3 14.4 29.8
Treynor Ratio NA -0.19 -0.03 -0.03 -0.07 NA -0.02 -0.24 0.02 -0.11 0.21 0.06 -0.16 -0.01 0.24 -0.5 -0.27 0.09 -0.04 0.18 0.53 -0.21 -0.24 -0.11 0.49 0.11
Alpha NA -0.02 -0.02 -0.03 -0.06 NA -0.03 -0.05 0.03 -0.02 0.0 -0.05 -0.01 -0.03 -0.03 -0.04 -0.1 -0.04 -0.06 0.0 0.03 -0.03 -0.02 0.0 0.08 -0.09
Beta NA 0.97 0.99 0.95 0.9 NA 0.89 0.95 0.96 0.97 0.97 0.94 0.88 0.89 0.87 0.9 0.72 0.85 0.79 0.96 0.91 0.95 0.72 0.84 0.88 1.07
RSquare NA 0.91 0.87 0.89 0.81 NA 0.77 0.94 0.88 0.82 0.82 0.89 0.93 0.93 0.92 0.88 0.35 0.54 0.49 0.73 0.73 0.76 0.72 0.45 0.51 0.72
Yield(%) N/A 1.6 3.8 3.5 5.9 7.4 N/A 0.0 1.9 3.9 5.5 3.9 3.5 2.7 1.8 10.8 22.9 15.4 10.6 5.4 1.3 0.8 2.9 7.5 0.0 0.0
Dividend Growth(%) N/A -44.3 22.7 -77.0 N/A N/A N/A -100.0 -55.7 -18.4 47.2 -2.4 25.6 88.5 -90.7 -61.1 61.1 48.6 131.8 525.9 26.7 -75.7 -63.6 N/A N/A N/A

Return Calculator for Columbia International Value A (NIVLX)

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Columbia International Value A (NIVLX) Historical Return Chart

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Columbia International Value A (NIVLX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/25/1998 to 06/27/2016, the worst annualized return of 3-year rolling returns for Columbia International Value A (NIVLX) is -12.63%.
From 08/25/1998 to 06/27/2016, the worst annualized return of 5-year rolling returns for Columbia International Value A (NIVLX) is -8.26%.
From 08/25/1998 to 06/27/2016, the worst annualized return of 10-year rolling returns for Columbia International Value A (NIVLX) is 1.03%.
From 08/25/1998 to 06/27/2016, the worst annualized return of 20-year rolling returns for Columbia International Value A (NIVLX) is NA.

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