Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGQRX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R) | NA | 27.57% | 7.54% | 13.86% | 13.57% | 15.14% | NA | … | … |
Data as of 04/19/2024, Common starting date is 12/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGQRX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R) | 12/17/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.98 | 27.57 | 7.54 | 13.86 | 13.57 | 15.14 | NA | … | … | 4.83 | 40.46 | -28.10 | 29.19 | 27.92 | 27.91 | -4.12 | 29.00 | 4.80 | 6.63 | 15.92 | 34.64 | 13.38 | 1.89 | 9.67 | 34.97 | -40.80 | 2.61 |
| Sharpe Ratio | NA | 1.57 | 0.25 | 0.51 | 0.64 | NA | NA | … | … | 0.83 | 2.30 | -0.99 | 1.75 | 0.79 | 1.79 | -0.28 | 3.71 | 0.34 | 0.42 | 1.26 | 3.03 | 1.01 | 0.08 | 0.49 | 1.36 | -1.04 | 7.38 |
| Standard Deviation(%) | NA | 15.11 | 21.51 | 23.95 | 19.74 | NA | NA | … | … | 15.98 | 15.87 | 29.92 | 16.68 | 34.82 | 14.78 | 19.45 | 7.69 | 13.45 | 15.65 | 12.59 | 11.41 | 13.30 | 22.81 | 19.63 | 25.59 | 39.95 | 14.04 |
| Draw Down(%) | NA | 11.20 | 31.12 | 31.84 | 31.84 | NA | NA | … | … | 6.74 | 11.20 | 30.60 | 8.47 | 31.84 | 9.81 | 21.75 | 2.28 | 12.80 | 11.46 | 8.77 | 6.13 | 10.35 | 19.22 | 16.78 | 23.09 | 50.79 | 1.75 |
| Yield(%) | 0.00 | 6.59 | 11.99 | 13.60 | 13.15 | 17.17 | 7.78 | … | … | 0.00 | 7.67 | 8.08 | 26.59 | 14.61 | 9.19 | 12.80 | 14.86 | 5.94 | 12.48 | 12.33 | 23.11 | 11.66 | 14.94 | 0.49 | 0.02 | 0.11 | 0.07 |
Data as of 04/19/2024, Common starting date is 12/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQRX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R) |
-0.74%
Jan 2008 – Jan 2011 |
2.88%
Jan 2008 – Jan 2013 |
9.33%
Apr 2008 – Apr 2018 |
9.60%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQRX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R) |
28.34%
Dec 2018 – Dec 2021 |
21.65%
Feb 2009 – Feb 2014 |
17.86%
Dec 2011 – Dec 2021 |
16.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart