Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLCQX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R4) | NA | 30.34% | 1.99% | 8.33% | 9.00% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLCQX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R4) | 03/21/2013 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 30.34 | 1.99 | 8.33 | 9.00 | NA | NA | … | … | 28.28 | 20.53 | -23.75 | 13.52 | 8.37 | 24.81 | -3.79 | 24.45 | 7.98 | 1.13 | 15.24 | 24.16 |
| Sharpe Ratio | NA | 1.83 | -0.13 | 0.26 | 0.39 | NA | NA | … | … | 1.94 | 1.20 | -0.99 | 0.63 | 0.23 | 1.77 | -0.30 | 3.35 | 0.58 | 0.07 | 1.32 | 2.79 |
| Standard Deviation(%) | NA | 12.82 | 20.64 | 23.10 | 19.06 | NA | NA | … | … | 12.74 | 13.75 | 25.37 | 21.27 | 35.04 | 13.25 | 17.36 | 7.15 | 13.35 | 15.68 | 11.55 | 11.44 |
| Draw Down(%) | NA | 8.27 | 34.13 | 34.23 | 34.23 | NA | NA | … | … | 8.27 | 10.60 | 24.90 | 15.98 | 34.23 | 8.24 | 19.87 | 2.45 | 11.78 | 12.40 | 7.88 | 5.74 |
| Yield(%) | 0.00 | 0.99 | 0.82 | 2.54 | 3.84 | 3.74 | 2.81 | … | … | 0.00 | 1.19 | 0.79 | 1.22 | 0.00 | 11.60 | 7.78 | 7.31 | 1.62 | 1.52 | 1.44 | 2.28 |
Data as of 11/25/2024, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLCQX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R4) |
-2.11%
Dec 2019 – Dec 2022 |
2.41%
Dec 2017 – Dec 2022 |
7.45%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLCQX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R4) |
16.76%
Sep 2015 – Sep 2018 |
16.31%
Oct 2016 – Oct 2021 |
9.20%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart