Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCERX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R) | 5.99% | 24.43% | 19.99% | 5.74% | 9.80% | 10.72% | 8.39% | … | … |
Data as of 06/05/2026, Common starting date is 01/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCERX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R) | 01/27/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 24.43 | 19.99 | 5.74 | 9.80 | 10.72 | 8.39 | … | … | 5.99 | 16.41 | 25.02 | 25.63 | -23.44 | 2.19 | 6.96 | 25.16 | -5.30 | 23.77 | 9.30 | -0.56 | 14.69 | 34.37 | 15.52 | 4.12 | 12.77 | 23.38 | -36.84 | 3.53 | 12.72 |
| Sharpe Ratio | NA | 2.06 | 1.22 | 0.20 | 0.43 | NA | NA | … | … | 1.41 | 0.72 | 1.69 | 1.69 | -1.00 | 0.09 | 0.19 | 1.82 | -0.39 | 3.40 | 0.67 | -0.04 | 1.26 | 3.04 | 1.21 | 0.18 | 0.70 | 0.85 | -0.91 | 0.02 | 0.99 |
| Standard Deviation(%) | NA | 12.14 | 14.96 | 19.18 | 19.50 | NA | NA | … | … | 13.47 | 18.97 | 12.69 | 13.10 | 24.84 | 23.32 | 35.79 | 12.98 | 17.35 | 6.82 | 13.48 | 15.77 | 11.61 | 11.29 | 12.85 | 23.12 | 18.13 | 27.35 | 41.20 | 16.46 | 10.49 |
| Draw Down(%) | NA | 9.54 | 19.57 | 38.97 | 38.97 | NA | NA | … | … | 9.54 | 19.57 | 8.31 | 9.69 | 27.66 | 19.57 | 34.48 | 8.18 | 19.99 | 2.32 | 11.49 | 12.69 | 7.99 | 5.79 | 10.45 | 18.12 | 15.59 | 27.70 | 47.90 | 10.80 | 8.52 |
| Yield(%) | 0.00 | 13.07 | 11.81 | 5.56 | 7.32 | 8.87 | 6.94 | … | … | 0.00 | 12.97 | 14.47 | 5.32 | 0.46 | 0.70 | 0.80 | 4.52 | 10.09 | 13.70 | 1.25 | 1.74 | 0.83 | 1.49 | 1.44 | 1.36 | 1.07 | 1.49 | 0.94 | 6.67 | 6.56 |
Data as of 06/05/2026, Common starting date is 01/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCERX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R) |
-15.56%
Feb 2006 – Feb 2009 |
-1.93%
Sep 2006 – Sep 2011 |
5.94%
Feb 2006 – Feb 2016 |
4.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCERX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R) |
25.05%
Feb 2009 – Feb 2012 |
22.45%
Feb 2009 – Feb 2014 |
16.21%
Feb 2009 – Feb 2019 |
12.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
