Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIPRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS K) | NA | 6.53% | 4.69% | 4.68% | 5.97% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 02/23/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIPRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS K) | 02/23/2006 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 6.53 | 4.69 | 4.68 | 5.97 | NA | NA | … | … | -0.05 | 7.55 | 9.49 | -1.44 | 4.90 | 6.27 | 11.25 | 4.43 | 11.13 | 20.33 | -14.50 | 4.83 | 8.46 |
| Sharpe Ratio | NA | 2.09 | 1.06 | 1.07 | 0.94 | NA | NA | … | … | -0.28 | 3.27 | 2.02 | -0.30 | 1.18 | 1.42 | 2.87 | 0.62 | 1.84 | 2.30 | -1.50 | 0.34 | 1.58 |
| Standard Deviation(%) | NA | 2.76 | 4.08 | 4.19 | 6.08 | NA | NA | … | … | 4.73 | 2.13 | 4.58 | 4.88 | 4.15 | 4.38 | 3.94 | 7.12 | 6.02 | 8.78 | 10.23 | 5.41 | 4.20 |
| Draw Down(%) | NA | 3.06 | 8.32 | 8.32 | 21.70 | NA | NA | … | … | 3.06 | 1.36 | 4.11 | 5.97 | 3.81 | 4.88 | 3.36 | 7.58 | 4.49 | 9.48 | 19.87 | 3.60 | 2.47 |
| Yield(%) | 0.00 | 3.71 | 4.35 | 4.02 | 4.36 | 3.57 | 2.68 | … | … | 0.61 | 3.63 | 3.31 | 6.42 | 3.44 | 3.27 | 4.11 | 3.43 | 4.09 | 4.50 | 3.99 | 5.54 | 4.23 |
Data as of 03/09/2018, Common starting date is 02/23/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS K) |
-1.90%
Mar 2006 – Mar 2009 |
4.17%
Feb 2011 – Feb 2016 |
5.23%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIPRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS K) |
15.71%
Feb 2009 – Feb 2012 |
12.28%
Feb 2009 – Feb 2014 |
5.78%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart