Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLGRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R) | NA | -4.93% | 4.10% | 5.03% | 8.78% | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 01/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLGRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R) | 01/27/2006 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.90 | -4.93 | 4.10 | 5.03 | 8.78 | NA | NA | … | … | -11.62 | 27.56 | -10.86 | 27.20 | 5.13 | -2.29 | 6.93 | 25.69 | 14.13 | -5.07 | 18.91 | 34.58 | -39.63 | 9.97 | 10.99 |
| Sharpe Ratio | NA | -0.17 | 0.14 | 0.23 | 0.49 | NA | NA | … | … | -0.49 | 2.23 | -0.80 | 4.09 | 0.35 | -0.16 | 0.61 | 2.40 | 1.13 | -0.21 | 0.99 | 1.20 | -1.01 | 0.43 | 0.73 |
| Standard Deviation(%) | NA | 32.58 | 21.49 | 18.69 | 17.06 | NA | NA | … | … | 43.77 | 11.71 | 15.18 | 6.53 | 14.18 | 14.19 | 11.31 | 10.69 | 12.55 | 24.12 | 18.93 | 28.68 | 40.16 | 16.39 | 11.84 |
| Draw Down(%) | NA | 32.71 | 32.71 | 32.71 | 32.71 | NA | NA | … | … | 32.71 | 6.81 | 21.19 | 1.77 | 12.61 | 13.79 | 8.48 | 6.99 | 10.91 | 22.60 | 15.00 | 25.26 | 50.92 | 10.66 | 11.51 |
| Yield(%) | 0.00 | 6.67 | 6.23 | 6.71 | 7.89 | 5.72 | 4.29 | … | … | 3.11 | 7.60 | 7.01 | 1.35 | 2.78 | 20.90 | 5.13 | 2.21 | 1.69 | 0.55 | 0.38 | 0.22 | 16.95 | 6.24 | 4.90 |
Data as of 07/10/2020, Common starting date is 01/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLGRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R) |
-14.62%
Feb 2006 – Feb 2009 |
-0.96%
May 2007 – May 2012 |
4.47%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLGRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R) |
25.59%
Feb 2009 – Feb 2012 |
21.28%
Feb 2009 – Feb 2014 |
13.58%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart