Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOPIX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS I) | NA | 7.99% | 3.62% | 5.78% | 6.56% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 03/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOPIX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS I) | 03/25/2004 | 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 (%) | -1.59 | 7.99 | 3.62 | 5.78 | 6.56 | NA | NA | … | … | -0.40 | 10.72 | -0.69 | 4.13 | 5.15 | 14.60 | 6.51 | 13.00 | 41.18 | -19.32 | 3.35 | 8.33 | -2.71 | 7.28 |
| Sharpe Ratio | NA | 1.76 | 0.72 | 1.31 | 1.22 | NA | NA | … | … | -0.50 | 1.88 | -0.15 | 1.11 | 1.41 | 4.46 | 1.19 | 3.13 | 6.16 | -2.70 | 0.09 | 2.15 | -1.75 | 2.82 |
| Standard Deviation(%) | NA | 4.39 | 4.87 | 4.34 | 5.13 | NA | NA | … | … | 4.24 | 5.56 | 4.84 | 3.69 | 3.63 | 3.29 | 5.46 | 4.12 | 6.67 | 7.47 | 3.70 | 2.35 | 2.80 | 3.02 |
| Draw Down(%) | NA | 3.14 | 8.74 | 8.74 | 25.35 | NA | NA | … | … | 3.07 | 4.39 | 6.70 | 4.44 | 5.97 | 2.82 | 8.17 | 4.41 | 5.43 | 25.07 | 5.53 | 1.84 | 5.14 | 3.95 |
| Yield(%) | 0.00 | 5.08 | 5.09 | 5.56 | 6.56 | 5.33 | 3.99 | … | … | 0.80 | 5.21 | 5.58 | 5.29 | 5.37 | 6.12 | 8.53 | 11.86 | 10.73 | 6.96 | 8.45 | 6.23 | 0.99 | 5.13 |
Data as of 03/24/2017, Common starting date is 03/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOPIX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS I) |
-4.52%
Nov 2005 – Nov 2008 |
1.44%
Apr 2004 – Apr 2009 |
6.48%
Dec 2004 – Dec 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOPIX (COLUMBIA INCOME OPPORTUNITIES FUND COLUMBIA INCOME OPPORTUNITIES FUND CLASS I) |
19.33%
Dec 2008 – Dec 2011 |
15.93%
Nov 2008 – Nov 2013 |
7.40%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart