It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
CCERX: COLUMBIA LARGE CAP ENHANCED CORE FUND (MUTUAL FUND)
Basic Info 29.79 0.16(0.53%) October 23
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 01/27/2006 |
| Last Dividend Date: | 12/10/2025 |
| 12-Mo. Yield | 9.20% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/23/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 5.0 | 8.1 | 19.6 | 5.2 | 9.5 | 10.8 | 7.8 | 7.9 | 16.4 | 24.9 | 25.6 | -23.4 | 2.3 | 7.0 | 25.2 | -5.3 | 23.8 | 9.3 | -0.6 | 14.7 | 34.4 | 15.5 | 4.1 | 12.8 | 23.4 | -36.8 | 3.5 | 12.7 |
| Sharpe Ratio | NA | 0.25 | 0.39 | 1.07 | 0.13 | 0.39 | NA | NA | 0.34 | 0.71 | 1.68 | 1.69 | -1.0 | 0.1 | 0.19 | 1.82 | -0.39 | 3.4 | 0.67 | -0.04 | 1.26 | 3.04 | 1.21 | 0.18 | 0.7 | 0.85 | -0.91 | 0.02 | 0.99 |
| Draw Down(%) | NA | 9.5 | 9.5 | 19.6 | 38.9 | 38.9 | NA | NA | 55.8 | 19.6 | 8.3 | 9.7 | 27.7 | 19.5 | 34.5 | 8.2 | 20.0 | 2.3 | 11.5 | 12.7 | 8.0 | 5.8 | 10.5 | 18.1 | 15.6 | 27.7 | 47.9 | 10.8 | 8.5 |
| Standard Deviation(%) | NA | 14.5 | 14.1 | 15.4 | 19.2 | 19.6 | NA | NA | 20.1 | 19.0 | 12.7 | 13.1 | 24.8 | 23.2 | 35.8 | 13.0 | 17.4 | 6.8 | 13.5 | 15.8 | 11.6 | 11.3 | 12.9 | 23.1 | 18.1 | 27.4 | 41.2 | 16.5 | 10.5 |
| Treynor Ratio | NA | 0.04 | 0.06 | 0.17 | 0.03 | 0.08 | NA | NA | 0.07 | 0.13 | 0.22 | 0.23 | -0.26 | 0.03 | 0.07 | 0.23 | -0.07 | 0.24 | 0.09 | -0.01 | 0.15 | 0.34 | 0.16 | 0.04 | 0.13 | 0.23 | -0.37 | 0.0 | 0.1 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.02 | -0.02 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.07 | -0.05 | -0.02 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.98 | 0.99 | 0.99 | 0.97 | 0.99 | NA | NA | 1.0 | 1.0 | 0.98 | 0.98 | 0.96 | 0.9 | 1.01 | 1.03 | 1.01 | 0.98 | 1.01 | 1.01 | 1.0 | 1.01 | 0.99 | 0.98 | 0.99 | 1.0 | 1.01 | 1.03 | 1.04 |
| RSquared | NA | 0.8 | 0.82 | 0.94 | 0.78 | 0.87 | NA | NA | 0.94 | 0.99 | 0.98 | 0.99 | 0.93 | 0.3 | 0.96 | 0.99 | 0.99 | 0.93 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.0 | 14.5 | 5.3 | 0.5 | 0.7 | 0.8 | 4.5 | 10.1 | 13.7 | 1.2 | 1.7 | 0.8 | 1.5 | 1.4 | 1.4 | 1.1 | 1.5 | 0.9 | 6.7 | 6.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -0.6 | 226.5 | 780.0 | -32.4 | -9.8 | -78.5 | -62.0 | -19.5 | 1111.3 | -30.9 | 140.0 | -28.2 | 19.3 | 9.0 | 41.9 | -14.0 | 3.0 | -86.5 | 7.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2006
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (State Street® SPDR® S&P 500® ETF Trust) (100%)
- XLG (Invesco S&P 500® Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR® Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. Earnings 500 Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Total Return Fund, Inc.) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to CCERX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
