Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CCXIX (COLUMBIA LARGE CAP INDEX FUND CLASS I) NA 17.37% 10.17% 12.78% NA NA NA
Data as of 03/24/2017, Common starting date is 11/18/2011
More Performance Analytics Comparison
Name Start Date End Date
CCXIX (COLUMBIA LARGE CAP INDEX FUND CLASS I) 11/18/2011 03/24/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -1.42 17.37 10.17 12.78 NA NA NA 5.16 11.73 1.21 13.46 32.15 15.78 1.97
Sharpe Ratio NA 1.65 0.76 1.01 NA NA NA 3.59 0.86 0.08 1.18 2.91 1.24 0.81
Standard Deviation(%) NA 10.39 13.24 12.84 NA NA NA 6.83 13.38 15.53 11.40 11.05 12.78 23.65
Draw Down(%) NA 5.54 13.05 13.05 NA NA NA 2.09 10.30 12.04 7.29 5.62 9.63 5.98
Yield(%) 0.00 2.44 2.52 2.88 1.66 1.11 0.83 0.00 2.48 2.65 2.01 2.11 2.58 0.00
Data as of 03/24/2017, Common starting date is 11/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCXIX (COLUMBIA LARGE CAP INDEX FUND CLASS I) 8.63%
Oct 2013 – Oct 2016
13.80%
Feb 2012 – Feb 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCXIX (COLUMBIA LARGE CAP INDEX FUND CLASS I) 20.18%
Dec 2011 – Dec 2014
14.44%
Dec 2011 – Dec 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return