Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CECFX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R4) | NA | 24.31% | -0.74% | 4.99% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 07/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CECFX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R4) | 07/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 24.31 | -0.74 | 4.99 | NA | NA | NA | … | … | 21.83 | 21.43 | -23.13 | 2.39 | 6.07 | 25.80 | -4.82 | 24.33 | 9.85 | -1.56 |
| Sharpe Ratio | NA | 1.32 | -0.26 | 0.11 | NA | NA | NA | … | … | 1.30 | 1.30 | -0.99 | 0.10 | 0.16 | 1.88 | -0.35 | 3.46 | 0.72 | -0.17 |
| Standard Deviation(%) | NA | 13.25 | 21.14 | 23.70 | NA | NA | NA | … | … | 13.43 | 13.31 | 24.87 | 23.52 | 35.91 | 12.97 | 17.38 | 6.87 | 13.43 | 18.52 |
| Draw Down(%) | NA | 8.29 | 38.88 | 38.88 | NA | NA | NA | … | … | 8.29 | 9.58 | 27.42 | 19.75 | 34.48 | 8.18 | 19.90 | 2.26 | 11.45 | 12.36 |
| Yield(%) | 0.00 | 1.15 | 0.90 | 1.26 | 3.98 | 2.65 | 1.99 | … | … | 0.15 | 1.43 | 0.90 | 1.28 | 0.00 | 5.05 | 10.71 | 14.35 | 1.77 | 1.38 |
Data as of 11/25/2024, Common starting date is 07/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CECFX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R4) |
-5.84%
Dec 2019 – Dec 2022 |
-0.01%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CECFX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R4) |
17.26%
Sep 2015 – Sep 2018 |
14.51%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
