Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMVBX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS B) | NA | 16.33% | 5.56% | 11.47% | 4.77% | 10.15% | NA | … | … |
Data as of 08/04/2017, Common starting date is 05/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMVBX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS B) | 05/15/2002 | 08/04/2017 |
| 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 16.33 | 5.56 | 11.47 | 4.77 | 10.15 | NA | … | … | 3.78 | 16.45 | -7.10 | 5.70 | 33.73 | 17.39 | -8.97 | 21.67 | 38.57 | -44.72 | 9.48 | 15.86 | 15.84 | 22.90 | 46.56 | -24.42 |
| Sharpe Ratio | NA | 1.25 | 0.35 | 0.79 | 0.19 | NA | NA | … | … | 0.49 | 0.96 | -0.46 | 0.40 | 2.54 | 1.20 | -0.32 | 0.99 | 1.15 | -1.04 | 0.39 | 1.00 | 1.15 | 1.77 | 2.52 | -1.32 |
| Standard Deviation(%) | NA | 12.78 | 15.25 | 14.50 | 24.01 | NA | NA | … | … | 12.13 | 16.82 | 15.47 | 14.11 | 13.26 | 14.53 | 27.82 | 21.70 | 33.47 | 43.56 | 16.53 | 12.60 | 11.90 | 12.41 | 18.20 | 28.01 |
| Draw Down(%) | NA | 6.74 | 25.52 | 25.52 | 61.77 | NA | NA | … | … | 6.07 | 14.51 | 15.08 | 12.86 | 5.33 | 11.56 | 28.23 | 18.30 | 30.06 | 56.76 | 12.70 | 12.17 | 8.14 | 9.30 | 18.41 | 34.82 |
| Yield(%) | 0.00 | 0.00 | 7.10 | 8.02 | 4.20 | 8.67 | 4.82 | … | … | 0.00 | 0.00 | 5.96 | 16.39 | 10.33 | 0.00 | 0.00 | 0.00 | 0.71 | 5.04 | 5.47 | 10.37 | 6.66 | 1.00 | 0.00 | 0.00 |
Data as of 08/04/2017, Common starting date is 05/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVBX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS B) |
-18.41%
Feb 2006 – Feb 2009 |
-5.11%
Feb 2004 – Feb 2009 |
3.75%
Jan 2006 – Jan 2016 |
8.68%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVBX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS B) |
35.42%
Mar 2003 – Mar 2006 |
24.85%
Feb 2009 – Feb 2014 |
12.59%
Mar 2003 – Mar 2013 |
9.56%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart