Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CIDUX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS K) | NA | 18.38% | 12.42% | 14.00% | NA | NA | NA | 12.65% |
Data as of 03/09/2018, AR inception is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIDUX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS K) | 03/08/2011 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.08 | 18.38 | 12.42 | 14.00 | NA | NA | NA | 12.65 | 3.79 | 12.81 | 25.88 | -2.50 | 5.23 | 40.59 | 15.91 | -6.59 |
| Sharpe Ratio | NA | 1.32 | 0.77 | 0.89 | NA | NA | NA | 0.67 | 1.15 | 0.98 | 1.45 | -0.16 | 0.34 | 2.84 | 0.97 | -0.23 |
| Standard Deviation(%) | NA | 13.35 | 15.64 | 15.39 | NA | NA | NA | 18.64 | 18.30 | 12.48 | 17.60 | 15.92 | 15.23 | 14.30 | 16.48 | 33.99 |
| Draw Down(%) | NA | 8.82 | 20.36 | 20.36 | NA | NA | NA | 27.84 | 8.82 | 6.66 | 12.39 | 13.42 | 11.87 | 5.09 | 11.82 | 27.84 |
| Yield(%) | 0.00 | 7.77 | 8.25 | 9.09 | 5.85 | 3.90 | 2.93 | 8.36 | 0.00 | 7.63 | 8.58 | 9.76 | 7.97 | 7.34 | 6.82 | 3.22 |
Data as of 03/09/2018, AR inception is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIDUX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS K) |
5.59%
Oct 2013 - Oct 2016 |
9.05%
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 |
|---|---|---|---|---|
| CIDUX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS K) |
22.32%
Sep 2011 - Sep 2014 |
17.30%
Sep 2011 - Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart