Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDVWX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS T) | NA | -5.69% | 8.65% | 8.12% | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDVWX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS T) | 09/28/2010 | 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 (%) | -6.71 | -5.69 | 8.65 | 8.12 | NA | NA | NA | … | … | -6.76 | 20.49 | 12.74 | 0.34 | 12.43 | 28.20 | 10.88 | 6.26 | 7.05 |
| Sharpe Ratio | NA | -0.47 | 0.69 | 0.65 | NA | NA | NA | … | … | -0.56 | 3.25 | 1.11 | 0.02 | 1.17 | 2.75 | 1.01 | 0.31 | 2.89 |
| Standard Deviation(%) | NA | 14.72 | 11.46 | 11.95 | NA | NA | NA | … | … | 14.98 | 6.14 | 11.31 | 14.76 | 10.59 | 10.24 | 10.81 | 20.15 | 10.26 |
| Draw Down(%) | NA | 13.03 | 13.03 | 13.03 | NA | NA | NA | … | … | 13.03 | 2.43 | 7.11 | 11.53 | 7.33 | 4.94 | 7.64 | 15.71 | 3.59 |
| Yield(%) | 0.00 | 1.26 | 5.76 | 5.81 | 4.96 | 3.31 | 2.48 | … | … | 1.24 | 4.89 | 4.06 | 7.43 | 8.74 | 3.70 | 2.53 | 1.77 | 0.00 |
Data as of 12/14/2018, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDVWX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS T) |
7.80%
Oct 2013 – Oct 2016 |
9.67%
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 |
|---|---|---|---|---|
| CDVWX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS T) |
19.93%
Sep 2011 – Sep 2014 |
14.46%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart