Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACUIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS C) 13.47% 27.25% 17.20% 6.73% 8.22% 8.73% 7.49%
Data as of 06/04/2026, Common starting date is 09/20/2000
More Performance Analytics Comparison
Name Start Date End Date
ACUIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS C) 09/20/2000 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 1.40 27.25 17.20 6.73 8.22 8.73 7.49 13.47 14.77 14.30 4.10 -7.00 12.99 -0.75 22.49 -6.18 13.50 12.56 -3.36 8.85 24.88 12.29 5.83 15.96 27.67 -36.50 4.65 22.40 6.56 11.57 12.76 -23.63 -27.32 2.92
Sharpe Ratio NA 2.33 1.12 0.29 0.40 NA NA 2.68 0.81 1.03 0.04 -0.46 0.81 -0.03 1.98 -0.53 2.04 1.04 -0.23 0.90 2.37 1.12 0.28 0.92 1.04 -0.96 0.10 2.16 0.46 1.11 0.95 -1.12 -1.61 0.37
Standard Deviation(%) NA 10.06 12.24 14.48 16.27 NA NA 10.97 14.70 10.34 12.43 18.32 16.01 33.31 10.59 14.31 6.32 11.90 14.82 9.82 10.47 11.03 21.01 17.23 26.39 39.00 14.97 8.82 9.34 9.56 12.69 22.19 18.73 17.85
Draw Down(%) NA 7.70 14.25 21.65 34.87 NA NA 7.70 14.25 6.87 11.91 16.44 10.69 34.87 6.13 15.68 3.88 7.71 14.05 7.52 5.80 8.73 17.44 14.48 27.87 47.19 9.40 6.84 6.45 8.47 14.22 35.22 29.08 8.31
Yield(%) 0.00 7.95 6.91 4.19 13.43 12.77 10.67 0.46 8.12 7.88 3.16 2.03 2.22 6.67 13.07 10.37 11.46 3.50 4.69 15.59 7.43 3.70 3.08 3.18 4.32 2.52 2.08 2.15 2.46 1.27 0.00 0.00 0.23 0.61
Data as of 06/04/2026, Common starting date is 09/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACUIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS C) -15.85%
Oct 2000 – Oct 2003
-6.14%
Oct 2000 – Oct 2005
-1.55%
Oct 2000 – Oct 2010
2.26%
Dec 2000 – Dec 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACUIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS C) 27.57%
Feb 2009 – Feb 2012
22.25%
Feb 2009 – Feb 2014
14.34%
Feb 2009 – Feb 2019
10.85%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return