Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLGEX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS E) | 9.66% | 27.85% | 23.98% | 13.76% | 15.27% | 14.23% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLGEX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS E) | 09/26/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 27.85 | 23.98 | 13.76 | 15.27 | 14.23 | NA | … | … | 9.66 | 15.83 | 31.25 | 43.10 | -32.40 | 28.72 | 18.32 | 35.71 | -4.25 | 27.55 | 0.74 | 8.98 | 13.77 | 30.05 | 20.06 | -3.15 | 17.14 | 33.54 | -40.72 | 15.15 | 5.03 |
| Sharpe Ratio | NA | 1.78 | 1.14 | 0.51 | 0.64 | NA | NA | … | … | 1.40 | 0.56 | 1.58 | 2.44 | -1.10 | 1.65 | 0.49 | 2.25 | -0.27 | 3.15 | 0.03 | 0.54 | 0.99 | 2.41 | 1.41 | -0.13 | 0.89 | 1.32 | -1.09 | 0.75 | 1.75 |
| Standard Deviation(%) | NA | 15.38 | 19.16 | 21.61 | 21.61 | NA | NA | … | … | 17.41 | 23.31 | 17.54 | 16.33 | 30.78 | 17.38 | 36.58 | 15.23 | 20.95 | 8.58 | 15.06 | 16.55 | 13.94 | 12.45 | 14.33 | 25.34 | 19.09 | 25.38 | 38.31 | 16.14 | 9.77 |
| Draw Down(%) | NA | 15.43 | 23.80 | 35.98 | 35.98 | NA | NA | … | … | 13.81 | 23.56 | 13.07 | 9.71 | 35.16 | 8.46 | 30.33 | 8.77 | 23.34 | 3.28 | 16.00 | 14.58 | 8.87 | 6.64 | 10.50 | 21.06 | 15.15 | 21.71 | 49.68 | 10.18 | 3.04 |
| Yield(%) | 0.00 | 9.88 | 8.71 | 6.67 | 8.72 | 10.44 | 8.97 | … | … | 0.00 | 9.82 | 7.35 | 6.19 | 0.00 | 10.35 | 0.03 | 10.55 | 8.39 | 7.57 | 1.55 | 10.40 | 12.30 | 6.06 | 0.13 | 0.00 | 0.22 | 0.51 | 0.01 | 7.74 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLGEX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS E) |
-7.66%
Jun 2007 – Jun 2010 |
0.34%
Oct 2007 – Oct 2012 |
7.06%
Nov 2006 – Nov 2016 |
7.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLGEX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS E) |
29.57%
Sep 2022 – Sep 2025 |
22.55%
Feb 2009 – Feb 2014 |
17.28%
Dec 2011 – Dec 2021 |
15.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart