Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBSTX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS T) | NA | 14.48% | -1.08% | 10.37% | 8.88% | 12.72% | 8.91% | … | … |
Data as of 12/08/2023, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBSTX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS T) | 11/05/2002 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 14.48 | -1.08 | 10.37 | 8.88 | 12.72 | 8.91 | … | … | 18.21 | -31.40 | 16.10 | 35.12 | 34.92 | -5.48 | 22.59 | 1.95 | 4.67 | 6.96 | 30.79 | 10.70 | -4.73 | 29.69 | 43.45 | -44.14 | 19.81 | 11.61 | 16.05 | 6.87 | 29.95 | -4.27 |
| Sharpe Ratio | NA | 0.56 | -0.11 | 0.34 | 0.37 | NA | NA | … | … | 0.87 | -0.91 | 0.74 | 1.04 | 2.30 | -0.36 | 2.52 | 0.11 | 0.30 | 0.46 | 2.33 | 0.69 | -0.16 | 1.37 | 1.47 | -1.03 | 0.91 | 0.56 | 1.02 | 0.37 | 1.63 | -1.22 |
| Standard Deviation(%) | NA | 18.13 | 26.39 | 26.30 | 21.35 | NA | NA | … | … | 17.48 | 36.25 | 21.85 | 33.39 | 14.55 | 18.75 | 8.75 | 15.78 | 15.59 | 15.18 | 13.18 | 15.67 | 28.97 | 21.56 | 29.47 | 43.79 | 18.56 | 14.99 | 13.55 | 16.11 | 17.99 | 21.27 |
| Draw Down(%) | NA | 16.68 | 43.41 | 43.41 | 43.41 | NA | NA | … | … | 16.68 | 38.35 | 13.61 | 34.50 | 8.16 | 22.66 | 3.56 | 15.96 | 12.02 | 11.24 | 6.59 | 13.12 | 26.96 | 15.83 | 20.30 | 56.05 | 12.35 | 15.75 | 10.47 | 20.33 | 10.17 | 6.30 |
| Yield(%) | 0.00 | 0.00 | 11.50 | 12.82 | 11.01 | 18.62 | 11.52 | … | … | 0.00 | 0.00 | 22.94 | 19.28 | 11.37 | 21.17 | 14.72 | 6.28 | 15.86 | 16.47 | 11.65 | 3.16 | 3.14 | 0.18 | 0.00 | 1.90 | 15.55 | 6.12 | 1.53 | 0.00 | 0.00 | 0.00 |
Data as of 12/08/2023, 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 |
|---|---|---|---|---|
| CBSTX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS T) |
-14.48%
Feb 2006 – Feb 2009 |
-3.90%
Feb 2004 – Feb 2009 |
6.05%
Jan 2006 – Jan 2016 |
6.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSTX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS T) |
30.40%
Feb 2009 – Feb 2012 |
24.49%
Feb 2009 – Feb 2014 |
15.86%
Feb 2009 – Feb 2019 |
12.62%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart