Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADPX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS R5) | 17.99% | 35.23% | 19.85% | 10.10% | 9.98% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADPX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS R5) | 01/09/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 35.23 | 19.85 | 10.10 | 9.98 | NA | NA | … | … | 17.99 | 31.59 | 2.45 | 18.60 | -14.78 | 13.89 | 6.07 | 24.59 | -12.82 | 20.35 | 6.01 | -6.50 | 1.45 |
| Sharpe Ratio | NA | 2.17 | 1.13 | 0.48 | 0.51 | NA | NA | … | … | 2.30 | 1.90 | -0.10 | 1.21 | -0.79 | 1.12 | 0.19 | 2.36 | -1.11 | 3.07 | 0.41 | -0.44 | 0.15 |
| Standard Deviation(%) | NA | 14.47 | 14.18 | 15.40 | 16.14 | NA | NA | … | … | 18.42 | 15.17 | 12.23 | 12.48 | 20.67 | 12.34 | 30.72 | 9.81 | 12.88 | 6.43 | 14.11 | 14.79 | 9.67 |
| Draw Down(%) | NA | 11.70 | 13.23 | 28.98 | 33.45 | NA | NA | … | … | 11.70 | 13.23 | 9.39 | 9.81 | 28.98 | 7.11 | 33.45 | 6.72 | 20.82 | 3.34 | 9.25 | 15.43 | 9.98 |
| Yield(%) | 0.00 | 5.54 | 5.79 | 4.97 | 5.35 | 4.04 | 3.03 | … | … | 0.57 | 6.21 | 6.91 | 4.20 | 1.74 | 9.53 | 3.75 | 4.31 | 4.68 | 3.56 | 3.83 | 3.09 | 13.58 |
Data as of 06/03/2026, Common starting date is 01/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADPX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS R5) |
-1.93%
Sep 2019 – Sep 2022 |
0.05%
Sep 2017 – Sep 2022 |
4.57%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADPX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS R5) |
20.73%
Feb 2023 – Feb 2026 |
12.32%
Oct 2020 – Oct 2025 |
10.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart