Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFDRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R4) | NA | 29.48% | 7.77% | 11.81% | 8.87% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFDRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R4) | 11/09/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.41 | 29.48 | 7.77 | 11.81 | 8.87 | NA | NA | … | … | 19.43 | 10.02 | -9.29 | 32.20 | 6.91 | 31.65 | -13.64 | 13.66 | 14.28 | -4.82 | 3.50 | 21.05 | 5.33 |
| Sharpe Ratio | NA | 1.70 | 0.14 | 0.38 | 0.37 | NA | NA | … | … | 1.13 | 0.36 | -0.44 | 1.81 | 0.16 | 2.41 | -1.00 | 1.65 | 0.92 | -0.32 | 0.24 | 1.25 | 4.04 |
| Standard Deviation(%) | NA | 13.17 | 18.76 | 24.59 | 19.89 | NA | NA | … | … | 13.08 | 16.23 | 24.21 | 17.81 | 41.16 | 12.56 | 15.00 | 7.91 | 15.35 | 15.32 | 14.76 | 16.76 | 11.61 |
| Draw Down(%) | NA | 6.84 | 19.78 | 43.32 | 43.32 | NA | NA | … | … | 6.84 | 16.02 | 19.78 | 8.22 | 43.32 | 7.20 | 21.62 | 4.20 | 13.75 | 12.14 | 15.16 | 11.40 | 2.58 |
| Yield(%) | 0.00 | 1.21 | 4.55 | 5.03 | 7.43 | 6.62 | 4.96 | … | … | 0.84 | 1.07 | 5.21 | 10.64 | 3.17 | 4.15 | 22.69 | 19.16 | 8.46 | 13.64 | 8.14 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFDRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R4) |
-5.71%
Mar 2017 – Mar 2020 |
-1.44%
Mar 2015 – Mar 2020 |
5.24%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFDRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R4) |
24.26%
Mar 2020 – Mar 2023 |
13.18%
Dec 2018 – Dec 2023 |
8.98%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart