COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX)

Basic Info

COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z started on 12/30/1992
COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z is classified as asset class SMALL BLEND
COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z expense ratio is 1.08%
COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z rating is
Not Rated

COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) Dividend Info

COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) dividend growth in the last 12 months is -97.19%

The trailing 12-month yield of COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z is 0.85%. its dividend history:

DateDividend
12/05/2019 0.05
12/06/2018 1.7816
12/06/2017 1.734
12/06/2016 4.344
12/03/2015 5.57
12/04/2014 1.6
12/05/2013 1.701
12/27/2012 0.055
12/07/2012 0.538
12/06/2011 0.566
12/08/2008 1.146
12/10/2007 3.725
12/11/2006 2.213
12/12/2005 1.497
12/13/2004 1.116
12/16/2003 0.486
03/14/2002 0.013
12/18/2001 1.312
09/20/2001 0.007
06/14/2001 0.016
03/15/2001 0.026
12/21/2000 0.025
12/19/2000 1.871
09/07/2000 0.019
06/08/2000 0.023
03/09/2000 0.004
12/16/1999 0.018
12/14/1999 1.36
09/10/1999 0.018
06/11/1999 0.022
03/12/1999 0.018
12/18/1998 1.271
09/11/1998 0.019
06/12/1998 0.015
03/13/1998 0.04
12/12/1997 2.733
12/20/1996 2.136
06/14/1996 0.008
03/15/1996 0.037
12/22/1995 0.003
11/30/1995 0.008
03/17/1995 0.003
12/19/1994 0.004
09/19/1994 0.004
06/17/1994 0.005
12/17/1993 0.004
12/31/1992 0.002

Dividend Growth History for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2019
2019 $0.05 0.95% -97.19% -
2018 $1.7816 21.16% 2.75% -97.19%
2017 $1.734 18.16% -60.08% -83.02%
2016 $4.344 37.13% -22.01% -77.42%
2015 $5.57 30.09% 248.13% -69.22%
2014 $1.6 7.97% -5.94% -50.00%
2013 $1.701 10.20% 186.85% -44.45%
2012 $0.593 3.92% 4.77% -29.76%
2011 $0.566 3.50% - -26.16%
2008 $1.146 7.50% -69.23% -24.78%
2007 $3.725 19.32% 68.32% -30.18%
2006 $2.213 11.85% 47.83% -25.29%
2005 $1.497 8.10% 34.14% -21.56%
2004 $1.116 6.50% 129.63% -18.70%
2003 $0.486 3.77% 3,638.46% -13.25%
2002 $0.013 0.09% -99.04% 8.25%
2001 $1.361 10.41% -29.92% -16.77%
2000 $1.942 15.04% 35.24% -17.52%
1999 $1.436 10.85% 6.77% -15.45%
1998 $1.345 8.73% -50.79% -14.51%
1997 $2.733 19.92% 25.31% -16.63%
1996 $2.181 17.28% 15,478.57% -15.14%
1995 $0.014 0.14% 7.69% 5.45%
1994 $0.013 0.12% 225.00% 5.54%
1993 $0.004 0.04% 100.00% 10.20%
1992 $0.002 0.02% - 12.66%

Dividend Growth Chart for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX)

COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) Historical Returns And Risk Info

From 06/21/1996 to 07/10/2020, the compound annualized total return (dividend reinvested) of COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 7.711%. Its cumulative total return (dividend reinvested) is 495.538%.

From 06/21/1996 to 07/10/2020, the Maximum Drawdown of COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 58.7%.

From 06/21/1996 to 07/10/2020, the Sharpe Ratio of COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 0.29.

From 06/21/1996 to 07/10/2020, the Annualized Standard Deviation of COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 22.4%.

From 06/21/1996 to 07/10/2020, the Beta of COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 0.86.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996		 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 1992
Annualized Return(%) 0.0 -13.6 -4.8 -0.1 5.5 4.3 6.6 7.7 -19.8 21.0 -17.7 6.5 16.1 -7.3 -0.2 36.2 13.4 -2.9 28.3 33.9 -33.0 -0.4 16.2 6.3 16.6 39.1 -12.7 18.9 17.2 10.8 -5.2 31.7 27.2 22.7 -4.9 4.7 1.6
Sharpe Ratio NA -0.34 -0.22 -0.08 0.18 NA NA 0.29 -0.6 1.17 -1.05 0.47 0.28 -0.47 -0.01 2.54 0.8 -0.09 1.21 0.97 -0.84 -0.19 0.9 0.3 1.12 2.66 -0.7 1.11 0.89 0.8 -0.6 2.63 2.78 1.96 -0.76 0.28 NA
Draw Down(%) NA 45.1 49.1 49.1 49.1 NA NA 58.7 45.1 13.0 28.8 7.7 32.0 15.2 14.0 6.3 14.0 27.6 18.4 33.0 48.7 14.3 12.0 10.0 10.7 12.1 28.7 15.1 7.4 11.8 31.2 9.5 10.1 8.5 12.5 9.8 0.0
Standard Deviation(%) NA 43.3 28.4 34.2 28.1 NA NA 22.4 57.9 16.7 18.1 12.6 56.4 15.4 15.0 14.2 16.8 32.3 23.4 34.8 40.5 17.9 14.5 13.4 13.9 14.4 19.8 15.2 14.8 9.5 14.2 10.6 8.4 9.7 10.4 9.4 0.0
Treynor Ratio NA -0.14 -0.06 -0.02 0.05 NA NA 0.07 -0.32 0.18 -0.18 0.05 0.15 -0.08 0.0 0.36 0.13 -0.03 0.29 0.35 -0.38 -0.04 0.14 0.05 0.18 0.48 -0.19 0.28 0.32 0.21 -0.15 0.45 0.47 0.32 -0.11 0.04 0.0
Alpha NA -0.03 -0.04 -0.02 -0.02 NA NA 0.01 -0.06 -0.03 -0.04 -0.04 0.05 -0.02 -0.03 0.0 -0.02 0.0 0.01 0.0 0.0 -0.01 0.0 0.0 0.0 0.01 0.01 0.06 0.06 0.02 0.0 0.06 0.07 0.03 -0.01 -0.01 NA
Beta NA 1.08 1.07 1.06 1.04 NA NA 0.86 1.07 1.09 1.04 1.19 1.03 0.95 1.0 1.01 1.01 1.02 0.97 0.96 0.9 0.95 0.93 0.91 0.85 0.8 0.74 0.6 0.41 0.37 0.58 0.62 0.5 0.6 0.7 0.59 NA
RSquare NA 0.96 0.96 0.45 0.58 NA NA 0.67 0.97 0.93 0.96 0.92 0.08 0.9 0.91 0.93 0.95 0.98 0.96 0.97 0.98 0.96 0.96 0.96 0.96 0.95 0.88 0.85 0.69 0.4 0.78 0.71 0.56 0.28 0.5 0.46 0.0
Yield(%) N/A 0.8 12.6 14.4 14.4 9.1 11.2 N/A 0.0 0.9 21.1 18.1 37.1 30.1 8.0 10.2 4.0 3.5 0.0 0.0 7.5 19.3 11.8 8.1 6.5 3.8 0.1 10.5 14.9 10.9 8.8 19.9 17.4 0.1 0.0 0.0 0.0
Dividend Growth(%) N/A -97.2 -69.0 202.2 33.2 N/A N/A N/A -100.0 -97.2 2.9 -60.1 -22.1 248.1 -5.9 183.3 5.3 N/A N/A -100.0 -69.1 68.3 47.3 33.9 128.6 4800.0 -99.3 -29.0 34.0 6.7 -50.5 24.7 21800.0 N/A N/A N/A N/A

Return Calculator for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX)

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COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) Historical Return Chart

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COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) 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 06/21/1996 to 07/10/2020, the worst annualized return of 3-year rolling returns for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is -17.14%.
From 06/21/1996 to 07/10/2020, the worst annualized return of 5-year rolling returns for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is -6.17%.
From 06/21/1996 to 07/10/2020, the worst annualized return of 10-year rolling returns for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 2.82%.
From 06/21/1996 to 07/10/2020, the worst annualized return of 20-year rolling returns for COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Z (SMCEX) is 5.62%.

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