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
CDRAX (COLUMBIA DIVERSIFIED REAL RETURN FUND COLUMBIA DIVERSIFIED REAL RETURN FUND CLASS A) NA 2.76% 4.07% NA NA NA NA
Data as of 10/18/2018, Common starting date is 03/13/2014
More Performance Analytics Comparison
Name Start Date End Date
CDRAX (COLUMBIA DIVERSIFIED REAL RETURN FUND COLUMBIA DIVERSIFIED REAL RETURN FUND CLASS A) 03/13/2014 10/18/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 2.76 4.07 NA NA NA NA 0.97 3.07 11.85 -5.97 -3.26
Sharpe Ratio NA 0.53 0.91 NA NA NA NA -0.02 0.81 2.43 -1.80 -1.60
Standard Deviation(%) NA 2.95 3.70 NA NA NA NA 2.91 3.02 4.77 3.34 2.53
Draw Down(%) NA 1.92 5.50 NA NA NA NA 1.92 2.24 2.42 8.36 5.17
Yield(%) 0.00 2.74 2.39 2.15 1.07 0.72 0.54 1.61 2.60 2.30 2.31 2.60
Data as of 10/18/2018, Common starting date is 03/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDRAX (COLUMBIA DIVERSIFIED REAL RETURN FUND COLUMBIA DIVERSIFIED REAL RETURN FUND CLASS A) -0.06%
Jun 2014 – Jun 2017
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDRAX (COLUMBIA DIVERSIFIED REAL RETURN FUND COLUMBIA DIVERSIFIED REAL RETURN FUND CLASS A) 4.41%
Sep 2015 – Sep 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return