Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R5) | NA | -3.65% | 4.92% | 5.44% | NA | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R5) | 11/12/2012 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.23 | -3.65 | 4.92 | 5.44 | NA | NA | NA | … | … | -13.51 | 28.33 | -10.35 | 27.89 | 5.77 | -3.36 | 6.26 | 23.57 | 3.24 |
| Sharpe Ratio | NA | -0.23 | 0.13 | 0.20 | NA | NA | NA | … | … | -0.56 | 2.31 | -0.77 | 4.12 | 0.39 | -0.15 | 0.55 | 2.20 | 2.39 |
| Standard Deviation(%) | NA | 32.59 | 21.50 | 20.24 | NA | NA | NA | … | … | 43.79 | 11.67 | 15.21 | 6.64 | 14.15 | 22.41 | 11.37 | 10.69 | 11.52 |
| Draw Down(%) | NA | 32.63 | 32.63 | 32.63 | NA | NA | NA | … | … | 32.63 | 6.79 | 20.87 | 1.93 | 12.49 | 13.60 | 8.66 | 6.92 | 3.17 |
| Yield(%) | 0.00 | 6.59 | 6.31 | 6.79 | 5.85 | 3.90 | 2.92 | … | … | 3.12 | 7.55 | 6.96 | 1.86 | 2.89 | 20.47 | 4.23 | 0.00 | 0.00 |
Data as of 07/10/2020, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R5) |
2.67%
Nov 2013 – Nov 2016 |
3.10%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R5) |
14.32%
Sep 2015 – Sep 2018 |
11.58%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart