Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADECX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS C) | 12.15% | 28.68% | 18.53% | 7.62% | 9.79% | 9.46% | 7.31% | … | … |
Data as of 06/09/2026, Common starting date is 09/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADECX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS C) | 09/20/2000 | 06/09/2026 |
| 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 (%) | -1.32 | 28.68 | 18.53 | 7.62 | 9.79 | 9.46 | 7.31 | … | … | 12.15 | 18.78 | 14.54 | 8.84 | -12.43 | 16.28 | 4.55 | 28.86 | -11.89 | 15.73 | 13.80 | -2.98 | 10.58 | 29.75 | 13.97 | -6.02 | 15.28 | 25.97 | -40.76 | 7.03 | 18.72 | 12.50 | 16.80 | 40.05 | -19.67 | -3.82 | 1.39 |
| Sharpe Ratio | NA | 2.43 | 1.20 | 0.31 | 0.46 | NA | NA | … | … | 2.15 | 0.99 | 1.04 | 0.42 | -0.66 | 1.10 | 0.11 | 2.29 | -0.85 | 1.99 | 0.94 | -0.19 | 0.89 | 2.59 | 1.13 | -0.24 | 0.79 | 0.88 | -0.99 | 0.24 | 1.32 | 0.91 | 1.34 | 2.30 | -0.85 | -0.33 | 0.04 |
| Standard Deviation(%) | NA | 10.97 | 12.96 | 15.23 | 17.89 | NA | NA | … | … | 12.33 | 16.15 | 10.51 | 12.39 | 21.06 | 14.74 | 37.63 | 11.97 | 15.64 | 7.61 | 14.44 | 15.94 | 11.87 | 11.47 | 12.39 | 24.78 | 19.23 | 29.53 | 41.95 | 16.32 | 11.63 | 11.31 | 11.83 | 17.12 | 24.54 | 19.51 | 18.59 |
| Draw Down(%) | NA | 7.25 | 15.90 | 20.35 | 38.64 | NA | NA | … | … | 7.25 | 15.71 | 6.40 | 10.01 | 18.68 | 8.09 | 38.64 | 6.73 | 21.58 | 3.83 | 12.27 | 13.03 | 8.79 | 5.77 | 10.12 | 23.99 | 16.63 | 29.77 | 52.11 | 11.01 | 11.18 | 8.30 | 8.22 | 16.67 | 36.44 | 20.96 | 7.54 |
| Yield(%) | 0.00 | 7.14 | 7.55 | 4.08 | 5.49 | 6.38 | 5.17 | … | … | 0.00 | 7.48 | 9.00 | 5.24 | 0.58 | 0.42 | 0.71 | 6.06 | 8.96 | 6.54 | 2.71 | 11.05 | 8.52 | 0.68 | 1.38 | 0.62 | 0.44 | 1.19 | 3.67 | 10.18 | 10.24 | 5.36 | 0.50 | 0.28 | 0.00 | 0.59 | 0.47 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| ADECX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS C) |
-17.41%
Feb 2006 – Feb 2009 |
-5.38%
Feb 2004 – Feb 2009 |
3.52%
Aug 2001 – Aug 2011 |
4.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADECX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS C) |
28.69%
Mar 2003 – Mar 2006 |
21.66%
Sep 2002 – Sep 2007 |
13.50%
Feb 2009 – Feb 2019 |
11.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart