Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEGFX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS K) | NA | 12.92% | 3.30% | 0.96% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEGFX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS K) | 03/08/2011 | 03/09/2018 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.37 | 12.92 | 3.30 | 0.96 | NA | NA | NA | … | … | -2.55 | 12.67 | 24.28 | -20.69 | -11.59 | 14.57 | 1.43 | -18.14 |
| Sharpe Ratio | NA | 0.95 | 0.16 | 0.05 | NA | NA | NA | … | … | -0.67 | 1.15 | 1.12 | -0.98 | -0.71 | 0.99 | 0.07 | -0.61 |
| Standard Deviation(%) | NA | 12.85 | 18.51 | 17.60 | NA | NA | NA | … | … | 20.81 | 10.53 | 21.58 | 21.19 | 16.28 | 14.71 | 19.90 | 35.58 |
| Draw Down(%) | NA | 12.06 | 34.98 | 47.21 | NA | NA | NA | … | … | 12.06 | 7.72 | 14.36 | 26.39 | 27.49 | 9.41 | 22.41 | 34.01 |
| Yield(%) | 0.00 | 2.04 | 1.17 | 2.42 | 1.25 | 0.83 | 0.63 | … | … | 0.00 | 1.96 | 1.92 | 0.00 | 6.38 | 2.38 | 0.68 | 1.77 |
Data as of 03/09/2018, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEGFX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS K) |
-10.38%
Jan 2013 – Jan 2016 |
-5.76%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEGFX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS K) |
10.78%
Sep 2011 – Sep 2014 |
2.38%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart