Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDEWX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS T) | NA | -15.58% | 4.10% | 4.62% | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 12/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDEWX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS T) | 12/10/2010 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.67 | -15.58 | 4.10 | 4.62 | NA | NA | NA | … | … | -16.68 | 16.52 | 14.37 | -2.36 | 11.59 | 30.73 | 14.89 | -5.33 | 2.08 |
| Sharpe Ratio | NA | -0.96 | 0.24 | 0.31 | NA | NA | NA | … | … | -1.04 | 2.10 | 0.97 | -0.15 | 0.98 | 2.66 | 1.20 | -0.22 | 8.25 |
| Standard Deviation(%) | NA | 17.66 | 14.08 | 13.95 | NA | NA | NA | … | … | 17.95 | 7.61 | 14.54 | 15.86 | 11.81 | 11.55 | 12.42 | 24.83 | 5.42 |
| Draw Down(%) | NA | 21.58 | 21.58 | 21.58 | NA | NA | NA | … | … | 21.58 | 3.78 | 12.15 | 12.86 | 8.72 | 5.73 | 10.09 | 23.69 | 0.50 |
| Yield(%) | 0.00 | 0.92 | 8.35 | 6.69 | 4.96 | 3.31 | 2.48 | … | … | 0.90 | 7.28 | 3.18 | 11.73 | 9.28 | 1.53 | 2.18 | 1.38 | 0.26 |
Data as of 12/14/2018, Common starting date is 12/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDEWX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS T) |
6.73%
Aug 2014 – Aug 2017 |
6.74%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDEWX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS T) |
21.34%
Sep 2011 – Sep 2014 |
14.23%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart