Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CINDX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS T) | NA | -0.89% | 5.46% | NA | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CINDX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS T) | 06/30/2014 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | -0.89 | 5.46 | NA | NA | NA | NA | … | … | -1.31 | 7.48 | 9.56 | -1.56 | -1.31 |
| Sharpe Ratio | NA | -0.62 | 1.31 | NA | NA | NA | NA | … | … | -0.75 | 3.21 | 2.04 | -0.32 | -0.53 |
| Standard Deviation(%) | NA | 3.54 | 3.62 | NA | NA | NA | NA | … | … | 3.59 | 2.14 | 4.57 | 4.90 | 4.82 |
| Draw Down(%) | NA | 3.07 | 4.57 | NA | NA | NA | NA | … | … | 3.07 | 1.36 | 4.22 | 6.04 | 3.94 |
| Yield(%) | 0.00 | 4.08 | 3.86 | 3.55 | 1.78 | 1.18 | 0.89 | … | … | 3.64 | 3.57 | 3.45 | 6.31 | 1.58 |
Data as of 12/14/2018, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINDX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS T) |
3.69%
Aug 2014 – Aug 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINDX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS T) |
6.52%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart