Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARBX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS B) | NA | -1.58% | 7.51% | 2.74% | 1.00% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 06/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARBX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS B) | 06/15/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | -1.58 | 7.51 | 2.74 | 1.00 | NA | NA | … | … | -3.29 | 1.15 | 22.91 | 3.49 | -8.64 | 1.42 | -0.30 | -0.30 | 0.20 | -0.25 | 1.94 | 2.85 |
| Sharpe Ratio | NA | -0.20 | 0.18 | 0.08 | 0.03 | NA | NA | … | … | -0.57 | 0.09 | 0.33 | 0.42 | -2.25 | 0.09 | -0.08 | -0.09 | 0.02 | -0.18 | -0.16 | 0.61 |
| Standard Deviation(%) | NA | 9.79 | 40.50 | 32.26 | 23.10 | NA | NA | … | … | 10.61 | 10.30 | 68.75 | 8.21 | 3.86 | 15.29 | 4.35 | 4.21 | 4.86 | 6.42 | 6.54 | 3.14 |
| Draw Down(%) | NA | 9.48 | 39.69 | 39.69 | 39.69 | NA | NA | … | … | 9.48 | 5.10 | 39.69 | 4.79 | 9.48 | 10.21 | 5.09 | 3.26 | 5.07 | 5.13 | 5.45 | 1.28 |
| Yield(%) | 0.00 | 2.49 | 6.34 | 3.89 | 2.03 | 1.66 | 1.24 | … | … | 0.00 | 2.48 | 15.67 | 0.00 | 0.00 | 2.38 | 0.00 | 0.00 | 0.00 | 0.65 | 3.20 | 1.63 |
Data as of 08/04/2017, Common starting date is 06/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARBX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS B) |
-3.53%
Jan 2011 – Jan 2014 |
-2.11%
Jan 2009 – Jan 2014 |
1.07%
Jul 2007 – Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARBX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS B) |
11.36%
Feb 2014 – Feb 2017 |
4.60%
Mar 2012 – Mar 2017 |
2.32%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart