Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R5) | -0.40% | 4.57% | 4.72% | -1.11% | 1.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R5) | 11/12/2012 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.57 | 4.72 | -1.11 | 1.55 | NA | NA | … | … | -0.40 | 9.61 | 1.89 | 4.38 | -16.82 | 0.20 | 6.98 | 6.95 | 2.07 | 3.35 | 2.18 | 1.45 | 3.66 | -4.46 | -2.43 |
| Sharpe Ratio | NA | 0.58 | 0.27 | -0.46 | 0.00 | NA | NA | … | … | -0.58 | 1.06 | -0.22 | 0.07 | -1.95 | 0.10 | 1.53 | 1.81 | 0.22 | 0.96 | 0.81 | 0.52 | 1.60 | -1.49 | -3.11 |
| Standard Deviation(%) | NA | 5.29 | 7.51 | 7.76 | 5.94 | NA | NA | … | … | 5.27 | 6.40 | 7.90 | 9.79 | 9.39 | 1.77 | 4.39 | 3.02 | 3.19 | 2.80 | 2.41 | 2.72 | 2.27 | 3.02 | 5.53 |
| Draw Down(%) | NA | 4.19 | 8.96 | 24.54 | 24.54 | NA | NA | … | … | 4.19 | 2.96 | 6.65 | 11.34 | 20.97 | 2.37 | 8.00 | 1.43 | 1.91 | 1.48 | 2.95 | 1.26 | 1.09 | 4.63 | 2.43 |
| Yield(%) | 0.00 | 4.21 | 4.18 | 2.93 | 8.97 | 6.03 | 4.52 | … | … | 1.36 | 4.59 | 4.19 | 3.90 | 2.60 | 2.43 | 13.14 | 3.15 | 2.75 | 2.95 | 2.73 | 3.25 | 0.67 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CGVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R5) |
-7.43%
Oct 2020 – Oct 2023 |
-1.68%
Oct 2018 – Oct 2023 |
-0.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R5) |
6.48%
Oct 2022 – Oct 2025 |
4.53%
Feb 2016 – Feb 2021 |
2.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart