Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/10/2020.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| AMVAX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS A) | 6.89% | NA | -13.43% | -2.33% | 0.34% | 7.43% | 5.34% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMVAX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS A) | 05/07/2002 | 07/10/2020 |
The return data shown below all have the same latest date: 07/10/2020.
AR inception is since 05/07/2002.
AR inception is since 05/07/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | -13.43 | -2.33 | 0.34 | 7.43 | 5.34 | NA | 6.89 | -17.25 | 23.29 | -16.69 | 12.74 | 17.29 | -6.40 | 6.55 | 34.78 | 18.21 | -8.32 | 22.69 | 39.58 | -44.30 | 10.26 | 16.99 | 16.68 | 23.80 | 47.70 | -22.85 |
| Sharpe Ratio | NA | -0.35 | -0.13 | -0.02 | 0.34 | NA | NA | 0.27 | -0.57 | 1.56 | -1.08 | 1.09 | 1.01 | -0.42 | 0.46 | 2.62 | 1.26 | -0.30 | 1.04 | 1.19 | -1.03 | 0.44 | 1.09 | 1.22 | 1.85 | 2.60 | -1.22 |
| Standard Deviation(%) | NA | 40.23 | 26.07 | 22.60 | 20.38 | NA | NA | 22.32 | 54.00 | 14.06 | 16.67 | 11.16 | 16.85 | 15.41 | 14.07 | 13.28 | 14.52 | 27.77 | 21.65 | 33.27 | 43.64 | 16.57 | 12.59 | 11.94 | 12.38 | 18.09 | 27.75 |
| Draw Down(%) | NA | 43.07 | 43.46 | 43.46 | 43.46 | NA | NA | 61.48 | 43.07 | 9.24 | 25.20 | 5.92 | 14.51 | 14.96 | 12.67 | 5.18 | 11.41 | 28.04 | 18.19 | 29.84 | 56.61 | 12.62 | 12.10 | 8.14 | 9.05 | 18.33 | 34.88 |
| Yield(%) | 0.00 | 3.94 | 6.66 | 5.20 | 8.18 | 6.24 | 7.11 | 7.91 | 0.00 | 4.63 | 6.98 | 9.54 | 0.29 | 5.54 | 15.52 | 10.38 | 0.59 | 0.06 | 0.66 | 1.70 | 5.20 | 5.90 | 10.74 | 6.99 | 1.30 | 0.07 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVAX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS A) |
-17.74%
Feb 2006 - Feb 2009 |
-4.37%
Feb 2004 - Feb 2009 |
4.33%
Mar 2010 - Mar 2020 |
4.37%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVAX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS A) |
36.43%
Mar 2003 - Mar 2006 |
25.77%
Feb 2009 - Feb 2014 |
14.68%
Feb 2009 - Feb 2019 |
12.00%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart