Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEVYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS K) | NA | 18.78% | 7.19% | 9.38% | 6.84% | 9.77% | 3.90% | … | … |
Data as of 03/09/2018, Common starting date is 03/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEVYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS K) | 03/29/1995 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.41 | 18.78 | 7.19 | 9.38 | 6.84 | 9.77 | 3.90 | … | … | 1.33 | 21.94 | 6.63 | -5.78 | 7.19 | 30.79 | 15.59 | -6.01 | 14.42 | 28.40 | -39.26 | 6.93 | 20.47 | 10.60 | 15.09 | 32.35 | -25.90 | -11.51 | -1.75 | 0.93 | -3.57 | 5.36 | 11.24 | 16.40 |
| Sharpe Ratio | NA | 1.86 | 0.51 | 0.72 | 0.30 | NA | NA | … | … | 0.36 | 3.08 | 0.42 | -0.37 | 0.62 | 2.65 | 1.19 | -0.23 | 0.74 | 0.98 | -0.95 | 0.24 | 1.53 | 0.72 | 1.17 | 1.81 | -1.03 | -0.66 | -0.29 | -0.12 | -0.32 | 0.07 | 0.60 | 1.80 |
| Standard Deviation(%) | NA | 9.67 | 13.48 | 12.85 | 21.40 | NA | NA | … | … | 17.50 | 6.94 | 15.30 | 15.67 | 11.50 | 11.61 | 13.21 | 25.92 | 19.28 | 28.79 | 42.07 | 16.54 | 11.28 | 11.64 | 12.08 | 17.53 | 26.24 | 21.43 | 20.04 | 18.54 | 21.41 | 26.50 | 12.74 | 10.23 |
| Draw Down(%) | NA | 9.80 | 21.97 | 21.97 | 53.97 | NA | NA | … | … | 9.80 | 2.08 | 13.35 | 15.38 | 9.49 | 5.48 | 11.75 | 24.68 | 17.88 | 27.51 | 49.80 | 10.80 | 10.88 | 8.77 | 8.61 | 16.19 | 38.58 | 23.82 | 12.51 | 15.19 | 20.05 | 17.18 | 9.66 | 5.18 |
| Yield(%) | 0.00 | 2.00 | 2.82 | 6.08 | 4.39 | 6.94 | 2.85 | … | … | 0.00 | 2.07 | 2.53 | 4.36 | 14.60 | 5.73 | 1.78 | 1.17 | 1.17 | 2.12 | 6.20 | 7.19 | 1.34 | 0.00 | 1.60 | 1.41 | 1.11 | 1.01 | 0.78 | 1.15 | 1.68 | 2.92 | 3.08 | 2.70 |
Data as of 03/09/2018, Common starting date is 03/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEVYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS K) |
-16.52%
Sep 1999 – Sep 2002 |
-13.34%
Sep 1997 – Sep 2002 |
-3.47%
Feb 1999 – Feb 2009 |
0.47%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEVYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS K) |
25.04%
Mar 2003 – Mar 2006 |
20.86%
Feb 2009 – Feb 2014 |
9.65%
Mar 2003 – Mar 2013 |
9.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart