Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R5) | 10.77% | 28.08% | 22.51% | 10.68% | 15.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R5) | 12/16/2013 | 06/04/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 28.08 | 22.51 | 10.68 | 15.73 | NA | NA | … | … | 10.77 | 11.59 | 24.85 | 31.71 | -29.47 | 20.43 | 40.94 | 36.63 | -4.03 | 28.06 | 1.59 | 3.37 | 12.14 | 4.23 |
| Sharpe Ratio | NA | 1.77 | 1.01 | 0.39 | 0.66 | NA | NA | … | … | 1.48 | 0.37 | 1.17 | 1.78 | -1.03 | 1.16 | 1.14 | 2.29 | -0.26 | 3.00 | 0.09 | 0.20 | 0.77 | 16.95 |
| Standard Deviation(%) | NA | 15.87 | 19.40 | 21.50 | 21.48 | NA | NA | … | … | 18.17 | 24.17 | 18.10 | 15.89 | 29.99 | 17.65 | 35.65 | 15.33 | 21.05 | 9.18 | 15.16 | 16.87 | 15.66 | 10.87 |
| Draw Down(%) | NA | 16.00 | 24.46 | 36.25 | 36.25 | NA | NA | … | … | 14.49 | 24.05 | 13.63 | 11.77 | 34.37 | 9.62 | 30.51 | 8.88 | 23.45 | 3.28 | 15.22 | 15.24 | 10.44 | 0.37 |
| Yield(%) | 0.00 | 5.10 | 3.63 | 8.71 | 12.41 | 9.36 | 7.02 | … | … | 0.00 | 5.09 | 3.32 | 0.00 | 10.88 | 31.17 | 12.96 | 10.85 | 9.47 | 6.77 | 11.32 | 18.17 | 14.61 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R5) |
1.80%
Apr 2021 – Apr 2024 |
7.24%
Mar 2021 – Mar 2026 |
11.58%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R5) |
32.36%
Dec 2018 – Dec 2021 |
23.79%
Oct 2016 – Oct 2021 |
15.82%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart