Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGWRX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R) | 5.71% | 23.48% | 22.49% | 12.60% | 16.21% | 14.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGWRX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R) | 09/28/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | 23.48 | 22.49 | 12.60 | 16.21 | 14.89 | NA | … | … | 5.71 | 7.44 | 31.25 | 43.25 | -32.36 | 28.76 | 33.76 | 35.50 | -4.39 | 27.37 | 0.58 | 8.83 | 13.61 | 29.90 | 19.75 | -3.27 | 11.78 |
| Sharpe Ratio | NA | 1.79 | 1.14 | 0.52 | 0.71 | NA | NA | … | … | 1.41 | 0.19 | 1.58 | 2.45 | -1.10 | 1.65 | 0.97 | 2.23 | -0.28 | 3.12 | 0.02 | 0.53 | 0.98 | 2.40 | 1.38 | -0.13 | 4.06 |
| Standard Deviation(%) | NA | 15.33 | 19.15 | 21.61 | 21.27 | NA | NA | … | … | 17.40 | 24.93 | 17.53 | 16.34 | 30.79 | 17.39 | 34.48 | 15.26 | 20.96 | 8.59 | 15.08 | 16.55 | 13.93 | 12.42 | 14.35 | 25.35 | 13.03 |
| Draw Down(%) | NA | 15.43 | 23.79 | 35.92 | 35.92 | NA | NA | … | … | 13.81 | 23.55 | 13.05 | 9.70 | 35.12 | 8.45 | 30.33 | 8.80 | 23.37 | 3.29 | 16.01 | 14.60 | 8.90 | 6.64 | 10.53 | 21.16 | 3.93 |
| Yield(%) | 0.00 | 10.00 | 8.79 | 6.63 | 10.70 | 12.34 | 10.68 | … | … | 0.00 | 9.93 | 7.40 | 6.23 | 0.00 | 10.46 | 15.10 | 10.60 | 8.41 | 7.58 | 1.42 | 10.40 | 12.14 | 5.89 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGWRX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R) |
5.22%
Dec 2019 – Dec 2022 |
8.03%
Mar 2015 – Mar 2020 |
11.62%
Sep 2012 – Sep 2022 |
13.43%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGWRX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R) |
32.64%
Dec 2018 – Dec 2021 |
23.23%
Dec 2016 – Dec 2021 |
18.58%
Dec 2011 – Dec 2021 |
15.43%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart