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sector performance

Equity Income Funds
Rank Fund Name Currency Risk
27 Columbia Dividend Opportunity Fund;A USD 8.3
28 Columbia Dividend Income Fund;I USD 8.3
28 North Star Dividend;I USD 8.3
30 Sit Dividend Growth Fund;I USD 8.4
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% 0.7% 7.3%
2017 20.7% 5.0% 3.0% 4.4% 6.9%
2016 13.5% 3.3% 3.9% 1.0% 4.7%
2015 0.6% -0.4% -0.9% -5.2% 7.5%
2014 12.7% 2.0% 4.2% 1.5% 4.6%
2013 28.7% 11.4% 3.4% 2.2% 9.3%
2012 11.2% 8.3% -0.5% 4.7% -1.4%
2011 7.0% 5.2% 0.7% -10.5% 12.8%
2010 13.0% 4.4% -9.9% 10.8% 8.4%
2009 18.6% -11.7% 12.3% 12.0% 6.8%
2008 -27.8% -7.8% -4.0% -5.6% -13.6%
2007 6.9% 2.1% 5.7% 2.2% -3.0%
2006 20.1% 3.6% 0.5% 8.1% 6.8%
2005 6.6% 0.6% 1.1% 2.8% 2.0%
2004 14.9% 2.8% 0.6% 2.4% 8.5%
2003 21.6% -7.9% 18.5% -0.8% 12.3%
2002 -20.3% 1.4% -11.3% -19.8% 10.4%
2001 8.6% 2.6% 5.7% -14.4% 17.1%
2000 22.7% 8.2% -1.1% 4.9% 9.3%
1999 0.4% 2.3% 11.7% -13.6% 1.7%
1998 -5.7% -11.2% 20.1%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date04/03/1998
  • Share Class size5,152Mn
  • Base currencyUSD
  • ISINUS19765N2457

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.08%