Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIDBX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS B) | NA | 16.17% | 9.79% | 13.95% | NA | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIDBX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS B) | 03/08/2011 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 16.17 | 9.79 | 13.95 | NA | NA | NA | … | … | 2.05 | 25.00 | -3.26 | 4.46 | 39.58 | 15.06 | -7.21 |
| Sharpe Ratio | NA | 1.12 | 0.60 | 0.91 | NA | NA | NA | … | … | 0.22 | 1.40 | -0.21 | 0.29 | 2.77 | 0.92 | -0.26 |
| Standard Deviation(%) | NA | 14.11 | 16.00 | 15.37 | NA | NA | NA | … | … | 13.30 | 17.65 | 15.97 | 15.23 | 14.27 | 16.46 | 33.97 |
| Draw Down(%) | NA | 8.06 | 20.77 | 20.77 | NA | NA | NA | … | … | 5.32 | 12.50 | 13.57 | 12.07 | 5.12 | 11.98 | 28.11 |
| Yield(%) | 0.00 | 7.18 | 7.47 | 8.57 | 4.60 | 3.07 | 2.30 | … | … | 1.47 | 7.90 | 9.11 | 7.36 | 6.58 | 6.18 | 2.63 |
Data as of 08/04/2017, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDBX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS B) |
4.80%
Oct 2013 – Oct 2016 |
8.22%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDBX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS B) |
21.38%
Sep 2011 – Sep 2014 |
16.42%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart