Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGQYX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS Y) | 2.07% | 21.79% | 21.24% | 13.61% | 16.26% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGQYX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS Y) | 06/02/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.97 | 21.79 | 21.24 | 13.61 | 16.26 | NA | NA | … | … | 2.07 | 12.03 | 28.47 | 41.30 | -27.67 | 29.96 | 28.68 | 28.73 | -3.63 | 29.69 | 5.48 | 1.46 |
| Sharpe Ratio | NA | 1.62 | 1.06 | 0.57 | 0.72 | NA | NA | … | … | 0.76 | 0.37 | 1.43 | 2.39 | -0.98 | 1.80 | 0.81 | 1.85 | -0.26 | 3.69 | 0.39 | 0.14 |
| Standard Deviation(%) | NA | 15.87 | 19.24 | 21.33 | 20.89 | NA | NA | … | … | 17.77 | 24.92 | 17.43 | 15.89 | 29.88 | 16.64 | 34.94 | 14.76 | 19.45 | 7.91 | 13.43 | 17.38 |
| Draw Down(%) | NA | 15.78 | 24.77 | 30.80 | 31.90 | NA | NA | … | … | 14.57 | 24.58 | 12.98 | 11.05 | 30.31 | 8.45 | 31.90 | 9.70 | 21.80 | 2.25 | 12.80 | 11.32 |
| Yield(%) | 0.00 | 8.62 | 9.78 | 10.66 | 13.67 | 8.94 | 6.71 | … | … | 0.00 | 8.58 | 11.65 | 7.55 | 7.72 | 26.03 | 14.16 | 9.72 | 12.88 | 15.39 | 6.55 | 12.40 |
Data as of 06/05/2026, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQYX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS Y) |
6.55%
Dec 2019 – Dec 2022 |
8.46%
Dec 2017 – Dec 2022 |
14.89%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQYX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS Y) |
29.19%
Dec 2022 – Dec 2025 |
21.89%
Dec 2016 – Dec 2021 |
16.78%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart