Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGEYX (Columbia Global Energy and Natural Resou) | NA | -14.48% | -6.72% | NA | NA | NA | NA | … | … |
Data as of 08/07/2020, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGEYX (Columbia Global Energy and Natural Resou) | 03/02/2017 | 08/07/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | -14.48 | -6.72 | NA | NA | NA | NA | … | … | -23.67 | 14.96 | -18.80 | 13.36 |
| Sharpe Ratio | NA | -0.34 | -0.26 | NA | NA | NA | NA | … | … | -0.64 | 0.84 | -1.03 | 1.50 |
| Standard Deviation(%) | NA | 45.16 | 29.48 | NA | NA | NA | NA | … | … | 56.72 | 16.14 | 19.60 | 10.36 |
| Draw Down(%) | NA | 51.68 | 58.21 | NA | NA | NA | NA | … | … | 51.68 | 16.44 | 28.73 | 5.34 |
| Yield(%) | 0.00 | 3.32 | 2.55 | 1.52 | 0.76 | 0.51 | 0.38 | … | … | 0.00 | 3.38 | 2.03 | 2.31 |
Data as of 08/07/2020, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEYX (Columbia Global Energy and Natural Resou) |
-8.79%
Apr 2017 – Apr 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEYX (Columbia Global Energy and Natural Resou) |
-6.60%
Jun 2017 – Jun 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart