Columbia Greater China Fund (LNGZX)
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.
Fund Info
US19765L5122
May 15, 1997
$2,000
Large-Cap
Growth
Expense Ratio
LNGZX has a high expense ratio of 1.25%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Greater China Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Greater China Fund had a return of 12.10% year-to-date (YTD) and 13.05% in the last 12 months. Over the past 10 years, Columbia Greater China Fund had an annualized return of -0.34%, while the S&P 500 had an annualized return of 11.14%, indicating that Columbia Greater China Fund did not perform as well as the benchmark.
LNGZX
12.10%
2.17%
9.33%
13.05%
-7.48%
-0.34%
^GSPC (Benchmark)
25.18%
-0.47%
9.35%
24.83%
13.03%
11.14%
Monthly Returns
The table below presents the monthly returns of LNGZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -10.71% | 6.37% | 2.06% | 5.53% | 3.38% | -3.04% | -3.26% | -0.18% | 19.30% | -3.46% | -4.14% | 12.10% | |
| 2023 | 12.20% | -11.67% | 2.26% | -7.17% | -10.07% | 4.97% | 10.78% | -9.39% | -4.44% | -4.31% | 3.04% | -3.20% | -18.70% |
| 2022 | -2.52% | -6.69% | -12.11% | -4.40% | 0.91% | 8.39% | -10.07% | -0.14% | -15.52% | -19.25% | 33.73% | 4.52% | -28.42% |
| 2021 | 7.95% | -1.16% | -3.94% | 1.93% | -0.88% | 0.79% | -17.21% | -1.25% | -4.27% | 1.90% | -6.55% | -3.85% | -25.21% |
| 2020 | -4.11% | 3.36% | -7.07% | 6.95% | 4.41% | 9.99% | 10.82% | 8.05% | -0.43% | 4.18% | 0.16% | -0.66% | 39.81% |
| 2019 | 11.85% | 2.90% | 4.60% | 3.70% | -11.34% | 9.05% | -0.28% | -2.50% | -0.98% | 3.47% | 2.82% | 6.02% | 31.06% |
| 2018 | 10.93% | -6.03% | -0.92% | -2.60% | 4.63% | -4.06% | -3.18% | -5.32% | -1.87% | -13.87% | 8.23% | -10.61% | -24.31% |
| 2017 | 6.76% | 2.32% | 3.71% | 3.32% | 5.36% | 2.54% | 7.17% | 4.10% | 1.94% | 4.36% | 3.46% | 2.46% | 59.10% |
| 2016 | -11.10% | -3.22% | 8.61% | -1.52% | 1.42% | -0.57% | 3.72% | 5.72% | 3.99% | -4.09% | -2.77% | -4.93% | -6.18% |
| 2015 | 2.69% | 1.56% | 3.31% | 12.32% | -1.01% | -4.81% | -7.12% | -13.93% | -0.64% | 10.37% | 0.18% | -4.84% | -4.69% |
| 2014 | -4.64% | 3.93% | -2.69% | -4.16% | 3.52% | 4.28% | 4.61% | 1.35% | -4.14% | 5.35% | 0.55% | -19.75% | -13.80% |
| 2013 | 2.76% | -3.97% | -2.61% | 2.55% | -0.67% | -6.38% | 5.13% | 2.65% | 6.16% | 1.90% | 6.07% | -20.17% | -9.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LNGZX is 41, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Greater China Fund (LNGZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Greater China Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.16 | $0.42 | $0.92 |
Dividend yield | 0.00% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.70% | 0.00% | 0.43% | 1.07% | 2.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Greater China Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2013 | $0.92 | $0.92 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Greater China Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia Greater China Fund was 72.38%, occurring on Oct 27, 2008. Recovery took 3026 trading sessions.
The current Columbia Greater China Fund drawdown is 59.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.38% | Nov 1, 2007 | 248 | Oct 27, 2008 | 3026 | Nov 4, 2020 | 3274 |
| -67.94% | Feb 18, 2021 | 430 | Oct 31, 2022 | — | — | — |
| -32.87% | May 23, 2001 | 478 | Apr 24, 2003 | 89 | Sep 2, 2003 | 567 |
| -22.55% | Mar 2, 2004 | 54 | May 17, 2004 | 128 | Nov 17, 2004 | 182 |
| -17.77% | May 9, 2006 | 25 | Jun 13, 2006 | 70 | Sep 22, 2006 | 95 |
Volatility
Volatility Chart
The current Columbia Greater China Fund volatility is 8.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.