Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R4) | NA | 28.28% | 9.39% | 11.04% | 9.07% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R4) | 11/12/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 28.28 | 9.39 | 11.04 | 9.07 | NA | NA | … | … | 20.93 | 4.25 | -1.42 | 26.39 | 4.06 | 23.68 | -5.11 | 14.55 | 12.58 | -2.47 | 7.65 | 17.18 | 2.21 |
| Sharpe Ratio | NA | 2.08 | 0.33 | 0.45 | 0.47 | NA | NA | … | … | 1.61 | 0.00 | -0.16 | 2.16 | 0.11 | 2.09 | -0.45 | 2.21 | 1.04 | -0.17 | 0.76 | 1.40 | 1.69 |
| Standard Deviation(%) | NA | 10.24 | 13.95 | 19.12 | 16.02 | NA | NA | … | … | 10.17 | 12.29 | 17.82 | 12.20 | 33.34 | 10.66 | 14.44 | 6.33 | 11.91 | 14.94 | 10.00 | 12.24 | 10.71 |
| Draw Down(%) | NA | 5.28 | 16.08 | 34.76 | 34.76 | NA | NA | … | … | 5.28 | 11.35 | 16.08 | 4.78 | 34.76 | 5.96 | 15.54 | 3.80 | 7.57 | 13.88 | 7.99 | 7.19 | 3.02 |
| Yield(%) | 0.00 | 3.22 | 7.20 | 24.52 | 14.84 | 12.92 | 9.69 | … | … | 2.29 | 3.10 | 7.15 | 14.35 | 14.14 | 13.64 | 10.94 | 12.09 | 3.35 | 5.52 | 13.94 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R4) |
-0.11%
Mar 2017 – Mar 2020 |
2.89%
Mar 2015 – Mar 2020 |
6.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R4) |
18.19%
Mar 2020 – Mar 2023 |
12.08%
Dec 2016 – Dec 2021 |
9.21%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart