Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBSAX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS A) | 17.45% | 28.49% | 22.36% | 9.91% | 13.62% | 11.45% | 10.49% | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBSAX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS A) | 11/05/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 28.49 | 22.36 | 9.91 | 13.62 | 11.45 | 10.49 | … | … | 17.45 | 14.86 | 23.71 | 24.94 | -31.43 | 16.10 | 35.10 | 34.89 | -5.45 | 22.59 | 1.94 | 4.70 | 6.97 | 30.86 | 10.77 | -4.69 | 29.76 | 43.52 | -44.09 | 19.90 | 11.67 | 16.08 | 6.88 | 29.86 | -4.40 |
| Sharpe Ratio | NA | 1.38 | 0.91 | 0.27 | 0.52 | NA | NA | … | … | 1.71 | 0.46 | 1.10 | 1.24 | -0.91 | 0.74 | 1.04 | 2.30 | -0.37 | 2.53 | 0.11 | 0.30 | 0.46 | 2.34 | 0.69 | -0.16 | 1.38 | 1.47 | -1.03 | 0.91 | 0.55 | 1.02 | 0.36 | 1.62 | -1.25 |
| Standard Deviation(%) | NA | 21.17 | 21.82 | 25.04 | 22.88 | NA | NA | … | … | 25.40 | 26.33 | 18.28 | 17.34 | 36.27 | 21.84 | 33.38 | 14.54 | 18.73 | 8.71 | 15.80 | 15.62 | 15.18 | 13.16 | 15.70 | 28.99 | 21.55 | 29.51 | 43.73 | 18.54 | 14.96 | 13.57 | 16.18 | 17.95 | 21.32 |
| Draw Down(%) | NA | 13.68 | 27.37 | 43.43 | 43.43 | NA | NA | … | … | 13.68 | 27.37 | 10.81 | 16.64 | 38.36 | 13.59 | 34.50 | 8.12 | 22.67 | 3.59 | 15.94 | 12.02 | 11.25 | 6.58 | 13.10 | 26.97 | 15.81 | 20.24 | 56.02 | 12.35 | 15.74 | 10.49 | 20.34 | 10.18 | 6.36 |
| Yield(%) | 0.00 | 13.49 | 11.49 | 9.19 | 12.17 | 10.39 | 10.11 | … | … | 0.00 | 14.01 | 16.33 | 0.00 | 0.00 | 22.80 | 19.18 | 11.32 | 21.08 | 14.68 | 6.26 | 15.83 | 16.47 | 11.67 | 3.15 | 3.13 | 0.20 | 0.00 | 1.91 | 15.59 | 6.13 | 1.54 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSAX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS A) |
-14.43%
Feb 2006 – Feb 2009 |
-3.84%
Feb 2004 – Feb 2009 |
6.11%
Jan 2006 – Jan 2016 |
6.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSAX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS A) |
30.47%
Feb 2009 – Feb 2012 |
24.56%
Feb 2009 – Feb 2014 |
15.90%
Feb 2009 – Feb 2019 |
14.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart