Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFERX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS K) | NA | 4.52% | 4.10% | 3.86% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 09/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFERX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS K) | 09/15/2011 | 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 (%) | 0.11 | 4.52 | 4.10 | 3.86 | NA | NA | NA | … | … | 1.51 | 3.95 | 9.31 | -0.33 | 0.94 | 5.58 | 10.38 | 2.63 |
| Sharpe Ratio | NA | 2.56 | 2.09 | 2.04 | NA | NA | NA | … | … | 4.54 | 2.42 | 4.55 | -0.18 | 0.47 | 3.64 | 5.23 | 2.89 |
| Standard Deviation(%) | NA | 1.47 | 1.80 | 1.79 | NA | NA | NA | … | … | 1.61 | 1.38 | 1.99 | 1.96 | 1.94 | 1.53 | 1.99 | 3.20 |
| Draw Down(%) | NA | 0.55 | 5.43 | 5.43 | NA | NA | NA | … | … | 0.44 | 0.66 | 1.97 | 3.98 | 2.82 | 0.87 | 1.41 | 1.87 |
| Yield(%) | 0.00 | 3.55 | 3.67 | 3.71 | 2.69 | 1.79 | 1.35 | … | … | 0.63 | 3.55 | 3.79 | 3.98 | 3.77 | 3.84 | 4.86 | 1.34 |
Data as of 03/09/2018, Common starting date is 09/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFERX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS K) |
1.25%
Feb 2013 – Feb 2016 |
3.83%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFERX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS K) |
6.22%
Nov 2011 – Nov 2014 |
5.09%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart