Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADIIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS I) | NA | 16.74% | 7.70% | 11.26% | 5.61% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 02/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADIIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS I) | 02/19/2004 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.34 | 16.74 | 7.70 | 11.26 | 5.61 | NA | NA | … | … | 0.26 | 15.12 | -1.90 | 11.90 | 31.28 | 15.34 | -4.89 | 16.78 | 27.56 | -40.14 | 8.31 | 20.09 | 12.93 | 14.82 |
| Sharpe Ratio | NA | 1.42 | 0.54 | 0.86 | 0.24 | NA | NA | … | … | 0.08 | 1.03 | -0.12 | 1.01 | 2.72 | 1.24 | -0.20 | 0.87 | 0.92 | -0.97 | 0.33 | 1.46 | 0.96 | 1.35 |
| Standard Deviation(%) | NA | 11.62 | 13.97 | 13.28 | 21.89 | NA | NA | … | … | 10.09 | 14.44 | 15.88 | 11.79 | 11.51 | 12.39 | 24.84 | 19.24 | 29.74 | 42.05 | 16.38 | 11.59 | 11.24 | 12.02 |
| Draw Down(%) | NA | 6.17 | 16.89 | 16.89 | 58.69 | NA | NA | … | … | 5.56 | 12.11 | 12.83 | 8.69 | 5.73 | 10.03 | 23.65 | 16.54 | 29.59 | 51.67 | 10.80 | 11.02 | 8.14 | 7.98 |
| Yield(%) | 0.00 | 3.46 | 8.30 | 7.43 | 4.98 | 5.92 | 4.44 | … | … | 0.00 | 3.91 | 12.22 | 9.79 | 2.03 | 2.69 | 1.82 | 1.66 | 2.48 | 4.62 | 11.37 | 11.43 | 6.34 | 1.95 |
Data as of 03/24/2017, Common starting date is 02/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADIIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS I) |
-16.44%
Feb 2006 – Feb 2009 |
-3.18%
May 2007 – May 2012 |
4.89%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADIIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS I) |
24.89%
Feb 2009 – Feb 2012 |
22.06%
Feb 2009 – Feb 2014 |
9.20%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart