Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CFSAX (Columbia Federal Securities A) | NA | 1.66% | 3.81% | 4.78% | 4.52% | NA | NA | 5.70% |
Data as of 05/18/2011, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFSAX (Columbia Federal Securities A) | 06/21/1996 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.66 | 3.81 | 4.78 | 4.52 | NA | NA | 5.70 | -0.13 | 4.23 | 0.87 | 8.39 | 5.73 | 3.49 | 2.24 | 3.88 | 2.01 | 9.34 | 6.77 | 12.37 | -4.24 | 9.15 | 9.84 | 6.95 |
| Sharpe Ratio | NA | 0.44 | 0.81 | 0.81 | 0.72 | NA | NA | 0.70 | -0.13 | 1.17 | 0.18 | 1.20 | 0.67 | 0.07 | 0.02 | 0.68 | 0.27 | 1.80 | 0.81 | 1.65 | -1.33 | 1.10 | 1.40 | 1.76 |
| Standard Deviation(%) | NA | 3.60 | 4.47 | 4.39 | 4.41 | NA | NA | 4.70 | 3.18 | 3.55 | 4.28 | 6.18 | 4.11 | 3.39 | 3.29 | 4.30 | 4.84 | 4.56 | 5.61 | 5.02 | 5.62 | 5.29 | 4.50 | 5.74 |
| Draw Down(%) | NA | 3.68 | 3.95 | 3.95 | 5.29 | NA | NA | 7.98 | 1.59 | 3.43 | 3.43 | 3.68 | 2.74 | 2.57 | 2.69 | 4.67 | 5.29 | 2.64 | 5.02 | 3.60 | 6.85 | 3.97 | 3.18 | 3.06 |
| Yield(%) | 0.00 | 2.12 | 2.94 | 3.62 | 4.06 | 4.92 | 3.69 | 5.27 | 0.51 | 2.24 | 3.10 | 4.22 | 4.39 | 4.40 | 4.06 | 3.99 | 3.91 | 5.03 | 5.73 | 7.08 | 6.25 | 6.06 | 6.25 | 3.89 |
Data as of 05/18/2011, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFSAX (Columbia Federal Securities A) |
1.17%
May 2003 - May 2006 |
2.90%
Sep 2002 - Sep 2007 |
4.26%
Oct 1998 - Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFSAX (Columbia Federal Securities A) |
10.23%
May 2000 - May 2003 |
7.62%
Aug 1996 - Aug 2001 |
5.79%
Aug 1996 - Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart