Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQEBX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS B) | NA | 16.28% | 9.13% | 13.07% | 6.28% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQEBX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS B) | 12/16/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 16.28 | 9.13 | 13.07 | 6.28 | NA | NA | … | … | 11.87 | 6.98 | 0.01 | 14.24 | 32.52 | 14.61 | 4.63 | 14.16 | 20.57 | -39.16 | 4.42 | 14.15 | 1.72 | 6.48 | 2.61 |
| Sharpe Ratio | NA | 1.87 | 0.68 | 1.04 | 0.29 | NA | NA | … | … | 2.82 | 0.50 | 0.00 | 1.23 | 2.85 | 1.12 | 0.20 | 0.75 | 0.73 | -0.93 | 0.08 | 0.96 | -0.04 | 0.45 | 9.93 |
| Standard Deviation(%) | NA | 8.50 | 13.25 | 12.52 | 21.67 | NA | NA | … | … | 7.23 | 13.45 | 15.69 | 11.57 | 11.41 | 13.07 | 22.84 | 18.83 | 28.15 | 43.07 | 17.24 | 11.41 | 11.54 | 12.31 | 9.13 |
| Draw Down(%) | NA | 3.90 | 15.83 | 15.83 | 58.37 | NA | NA | … | … | 2.57 | 11.90 | 12.40 | 8.00 | 5.94 | 11.08 | 17.79 | 16.31 | 29.98 | 50.07 | 11.73 | 9.37 | 7.49 | 10.11 | 0.68 |
| Yield(%) | 0.00 | 0.60 | 0.54 | 0.80 | 1.23 | 1.60 | 1.20 | … | … | 0.00 | 0.63 | 0.52 | 0.41 | 1.30 | 0.45 | 0.00 | 0.00 | 2.66 | 2.14 | 5.36 | 7.88 | 0.00 | 0.00 | 0.05 |
Data as of 08/04/2017, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEBX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS B) |
-18.03%
Feb 2006 – Feb 2009 |
-9.73%
Feb 2004 – Feb 2009 |
4.90%
Jan 2004 – Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEBX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS B) |
26.48%
Feb 2009 – Feb 2012 |
22.49%
Feb 2009 – Feb 2014 |
6.95%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart