Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMVCX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS C) | NA | -14.12% | -3.07% | -0.41% | 6.62% | 4.54% | NA | … | … |
Data as of 07/10/2020, Common starting date is 08/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMVCX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS C) | 08/02/2004 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | -14.12 | -3.07 | -0.41 | 6.62 | 4.54 | NA | … | … | -17.63 | 22.63 | -17.46 | 11.91 | 16.47 | -7.11 | 5.71 | 33.77 | 17.42 | -9.10 | 21.86 | 38.59 | -44.73 | 9.37 | 15.99 | 15.84 | 14.46 |
| Sharpe Ratio | NA | -0.37 | -0.16 | -0.05 | 0.30 | NA | NA | … | … | -0.58 | 1.50 | -1.13 | 1.01 | 0.95 | -0.46 | 0.40 | 2.54 | 1.20 | -0.33 | 1.00 | 1.15 | -1.04 | 0.39 | 1.02 | 1.14 | 3.05 |
| Standard Deviation(%) | NA | 40.24 | 26.06 | 22.62 | 20.40 | NA | NA | … | … | 53.98 | 14.10 | 16.61 | 11.20 | 16.97 | 15.42 | 14.16 | 13.27 | 14.59 | 27.68 | 21.73 | 33.48 | 43.57 | 16.55 | 12.56 | 11.97 | 11.99 |
| Draw Down(%) | NA | 43.20 | 44.40 | 44.40 | 44.40 | NA | NA | … | … | 43.20 | 9.39 | 25.66 | 6.07 | 14.53 | 15.10 | 12.88 | 5.34 | 11.58 | 28.35 | 18.32 | 30.21 | 56.76 | 12.70 | 12.16 | 8.14 | 6.39 |
| Yield(%) | 0.00 | 3.77 | 7.01 | 5.38 | 8.11 | 5.99 | 5.52 | … | … | 0.00 | 4.43 | 7.49 | 10.41 | 0.00 | 5.96 | 16.39 | 10.34 | 0.00 | 0.00 | 0.00 | 0.94 | 5.04 | 5.49 | 10.37 | 6.66 | 0.00 |
Data as of 07/10/2020, Common starting date is 08/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVCX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS C) |
-18.34%
Feb 2006 – Feb 2009 |
-4.53%
Mar 2015 – Mar 2020 |
3.54%
Mar 2010 – Mar 2020 |
3.59%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMVCX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS C) |
28.09%
Feb 2009 – Feb 2012 |
24.80%
Feb 2009 – Feb 2014 |
13.80%
Feb 2009 – Feb 2019 |
6.81%
Sep 2004 – Sep 2019 |
Annualized Rolling Returns Comparison Chart