Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGERX (COLUMBIA SELECT GLOBAL EQUITY FUND COLUMBIA SELECT GLOBAL EQUITY FUND CLASS R) | NA | 18.35% | 2.15% | 11.06% | 9.99% | 11.77% | NA | … | … |
Data as of 04/19/2024, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGERX (COLUMBIA SELECT GLOBAL EQUITY FUND COLUMBIA SELECT GLOBAL EQUITY FUND CLASS R) | 12/19/2006 | 04/19/2024 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | 18.35 | 2.15 | 11.06 | 9.99 | 11.77 | NA | … | … | 5.11 | 24.18 | -28.35 | 22.84 | 26.25 | 34.67 | -1.89 | 31.92 | -1.01 | 1.13 | 0.63 | 26.89 | 15.54 | -9.85 | 14.02 | 28.84 | -42.07 | 13.38 | 0.70 |
| Sharpe Ratio | NA | 1.17 | 0.00 | 0.44 | 0.50 | NA | NA | … | … | 1.13 | 1.56 | -1.10 | 1.48 | 0.81 | 2.54 | -0.19 | 4.14 | -0.09 | 0.08 | 0.05 | 2.28 | 1.06 | -0.38 | 0.69 | 1.10 | -1.11 | 0.53 | 3.13 |
| Standard Deviation(%) | NA | 12.41 | 19.08 | 21.56 | 17.91 | NA | NA | … | … | 12.69 | 12.85 | 27.17 | 15.41 | 31.78 | 13.08 | 16.95 | 7.59 | 13.61 | 14.64 | 12.29 | 11.79 | 14.75 | 26.27 | 20.08 | 26.11 | 38.79 | 19.58 | 8.06 |
| Draw Down(%) | NA | 10.57 | 35.89 | 35.89 | 35.89 | NA | NA | … | … | 6.77 | 10.57 | 34.34 | 8.40 | 29.80 | 6.14 | 16.82 | 2.99 | 9.98 | 12.42 | 11.32 | 8.32 | 14.49 | 25.64 | 16.43 | 23.85 | 52.80 | 15.00 | 0.64 |
| Yield(%) | 0.00 | 4.82 | 4.44 | 6.64 | 5.95 | 8.17 | 3.79 | … | … | 0.00 | 5.34 | 0.00 | 10.13 | 9.60 | 3.94 | 9.60 | 0.56 | 0.00 | 0.01 | 0.01 | 0.15 | 1.38 | 0.07 | 0.28 | 0.63 | 0.52 | 0.32 | 1.20 |
Data as of 04/19/2024, Common starting date is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGERX (COLUMBIA SELECT GLOBAL EQUITY FUND COLUMBIA SELECT GLOBAL EQUITY FUND CLASS R) |
-11.49%
Jun 2007 – Jun 2010 |
-4.61%
Oct 2007 – Oct 2012 |
2.84%
Jan 2007 – Jan 2017 |
4.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGERX (COLUMBIA SELECT GLOBAL EQUITY FUND COLUMBIA SELECT GLOBAL EQUITY FUND CLASS R) |
27.82%
Dec 2018 – Dec 2021 |
22.01%
Dec 2016 – Dec 2021 |
14.86%
Sep 2011 – Sep 2021 |
12.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart