Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEQIX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS I) | NA | 14.30% | 3.73% | 8.27% | 2.84% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEQIX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS I) | 03/22/2004 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 14.30 | 3.73 | 8.27 | 2.84 | NA | NA | … | … | 3.81 | 6.44 | -5.45 | 7.43 | 31.18 | 15.88 | -5.84 | 14.76 | 28.86 | -44.12 | 1.24 | 20.84 | 12.14 | 15.88 |
| Sharpe Ratio | NA | 1.12 | 0.26 | 0.63 | 0.11 | NA | NA | … | … | 2.22 | 0.41 | -0.35 | 0.64 | 2.68 | 1.21 | -0.23 | 0.76 | 1.00 | -1.05 | -0.10 | 1.55 | 0.86 | 1.68 |
| Standard Deviation(%) | NA | 12.51 | 14.04 | 13.44 | 22.26 | NA | NA | … | … | 7.90 | 15.37 | 15.65 | 11.49 | 11.63 | 13.21 | 25.92 | 19.35 | 28.80 | 42.92 | 18.07 | 11.37 | 11.53 | 11.75 |
| Draw Down(%) | NA | 8.77 | 21.72 | 21.72 | 62.31 | NA | NA | … | … | 1.61 | 13.24 | 15.30 | 9.46 | 5.46 | 11.67 | 24.65 | 17.74 | 27.42 | 49.67 | 12.88 | 10.87 | 8.44 | 8.11 |
| Yield(%) | 0.50 | 2.63 | 7.20 | 7.03 | 3.65 | 4.07 | 3.05 | … | … | 0.52 | 2.40 | 4.81 | 15.34 | 6.32 | 2.15 | 3.29 | 1.46 | 2.47 | 1.54 | 1.72 | 1.60 | 1.56 | 1.86 |
Data as of 03/24/2017, Common starting date is 03/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEQIX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS I) |
-19.37%
Feb 2006 – Feb 2009 |
-5.75%
May 2007 – May 2012 |
2.42%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEQIX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS I) |
23.80%
Feb 2009 – Feb 2012 |
21.23%
Feb 2009 – Feb 2014 |
7.31%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart