- ISIN
- US19765L5122
- Issuer
- Columbia
- Inception Date
- May 15, 1997
- Category
- China Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
LNGZX Performance Chart
Columbia Greater China Fund (LNGZX) is down 9.2% since the beginning of the year. LNGZX is currently trading at $42 per share. Investors who bought $1,000 worth of LNGZX shares 5 years ago would now be looking at an investment worth $561.
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Returns By Period
Columbia Greater China Fund (LNGZX) has returned -9.19% so far this year and 3.04% over the past 12 months. Over the last ten years, LNGZX has returned 3.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Greater China Fund
- 1D
- 0.58%
- 1M
- -4.66%
- YTD
- -9.19%
- 6M
- -10.26%
- 1Y
- 3.04%
- 3Y*
- 3.37%
- 5Y*
- -10.92%
- 10Y*
- 3.90%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LNGZX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1998, LNGZX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 55% of months were positive and 45% were negative. The best month was Feb 1998 with a return of +35.0%, while the worst month was Oct 2008 at -22.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, LNGZX closed higher 51% of trading days. The best single day was Mar 16, 2022 with a return of +20.1%, while the worst single day was Oct 15, 2008 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.01% | -4.40% | -6.65% | 6.51% | -4.76% | -3.57% | -9.19% | ||||||
| 2025 | 2.39% | 9.01% | 1.48% | -4.96% | 2.75% | 4.59% | 2.34% | 6.87% | 10.27% | -4.30% | -3.27% | -1.29% | 27.49% |
| 2024 | -10.71% | 6.37% | 2.06% | 5.53% | 3.38% | -3.04% | -3.26% | -0.18% | 19.30% | -3.46% | -4.14% | 2.74% | 12.29% |
| 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% |
Benchmark Metrics
Columbia Greater China Fund has an annualized alpha of 3.93%, beta of 0.78, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since January 02, 1998.
- This fund participated in 94.99% of S&P 500 Index downside but only 94.38% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.30 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.93%
- Beta
- 0.78
- R²
- 0.30
- Upside Capture
- 94.38%
- Downside Capture
- 94.99%
Expense Ratio
LNGZX has a high expense ratio of 1.25%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LNGZX ranks 3 for risk / return — in the bottom 3% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Greater China Fund (LNGZX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LNGZX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.37 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 2.78 | -2.66 |
| Martin ratioReturn relative to average drawdown | 0.25 | 12.44 | -12.19 |
Dividends
Dividend History
Columbia Greater China Fund provided a 2.07% dividend yield over the last twelve months, with an annual payout of $0.87 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.87 | $0.87 | $0.45 | $0.22 | $0.00 | $0.00 | $3.30 | $0.77 | $2.45 | $0.66 | $0.00 | $1.70 |
Dividend yield | 2.07% | 1.88% | 1.21% | 0.67% | 0.00% | 0.00% | 4.29% | 1.40% | 5.85% | 1.20% | 0.00% | 4.54% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 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 |
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.
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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 73.37%, occurring on Oct 27, 2008. Recovery took 2201 trading sessions.
The current Columbia Greater China Fund drawdown is 52.64%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -73.37%Oct 2008 | 1y 10d | 8y 9mo | 9y 9moOct 2007 - Jul 2017 |
Bear market2022 | -67.94%Oct 2022 | 1y 8mo | — | 5y 4moFeb 2021 - now |
1998 bear market1998 | -55.29%Aug 1998 | 5mo 8d | 9mo 25d | 1y 2moMar 1998 - Jun 1999 |
Dot-com crash2000–2002 | -42.65%Sep 2001 | 1y 5mo | 2y 3mo | 3y 9moMar 2000 - Jan 2004 |
Rate-hike selloffLate 2018 | -33.94%Oct 2018 | 9mo 3d | 1y 7mo | 2y 4moJan 2018 - Jun 2020 |
Drawdown Indicators
| LNGZX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.37% | -56.78% | -16.59% |
Max Drawdown (1Y)Largest decline over 1 year | -19.13% | -9.10% | -10.03% |
Max Drawdown (3Y)Largest decline over 3 years | -26.71% | -18.90% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -63.73% | -25.43% | -38.30% |
Max Drawdown (10Y)Largest decline over 10 years | -67.94% | -33.92% | -34.02% |
Current DrawdownCurrent decline from peak | -52.64% | -1.80% | -50.84% |
Average DrawdownAverage peak-to-trough decline | -26.56% | -10.71% | -15.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.32% | 2.03% | +7.29% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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