Columbia Greater China Fund (LNGZX)

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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.

Columbia Greater China Fund (LNGZX) has returned -9.04% so far this year and 2.39% over the past 12 months. Over the last ten years, LNGZX has returned 3.56% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1998, LNGZX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your 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%.

Columbia Greater China Fund has an annualized alpha of 4.47%, beta of 0.78, and R² of 0.30 versus S&P 500 Index. Calculated based on daily prices since January 05, 1998.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.69%) than losses (94.47%) — typical of diversified or defensive assets.
• 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.

LNGZX has a high expense ratio of 1.25%, indicating above-average management fees.

LNGZX ranks 6 for risk / return — in the bottom 6% 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.

The table below present risk-adjusted performance metrics for Columbia Greater China Fund (LNGZX) and compare them to a chosen benchmark (S&P 500 Index).

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.

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.

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.

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 52.56%.

The chart below shows the rolling one-month volatility.