Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLIBX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS B) | NA | 15.42% | 9.52% | 13.25% | 6.11% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 11/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLIBX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS B) | 11/07/2005 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 15.42 | 9.52 | 13.25 | 6.11 | NA | NA | … | … | 11.12 | 10.63 | 0.24 | 12.35 | 30.82 | 14.61 | 0.96 | 13.76 | 23.94 | -38.59 | 3.63 | 13.27 | 1.95 |
| Sharpe Ratio | NA | 1.86 | 0.72 | 1.08 | 0.29 | NA | NA | … | … | 2.89 | 0.79 | 0.01 | 1.08 | 2.78 | 1.15 | 0.04 | 0.76 | 0.88 | -0.96 | 0.03 | 0.98 | 1.48 |
| Standard Deviation(%) | NA | 8.05 | 12.94 | 12.21 | 20.79 | NA | NA | … | … | 6.55 | 13.22 | 15.51 | 11.40 | 11.09 | 12.73 | 23.37 | 18.05 | 27.19 | 41.10 | 16.00 | 10.10 | 7.53 |
| Draw Down(%) | NA | 4.64 | 13.56 | 13.56 | 56.86 | NA | NA | … | … | 2.72 | 10.41 | 12.14 | 7.36 | 5.70 | 9.79 | 19.07 | 15.81 | 27.29 | 48.20 | 10.03 | 7.56 | 1.91 |
| Yield(%) | 0.00 | 2.11 | 1.66 | 1.85 | 1.06 | 0.84 | 0.63 | … | … | 0.89 | 1.44 | 1.65 | 0.92 | 0.98 | 1.49 | 0.98 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2017, Common starting date is 11/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIBX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS B) |
-16.93%
Feb 2006 – Feb 2009 |
-2.99%
Sep 2006 – Sep 2011 |
4.80%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIBX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS B) |
23.76%
Feb 2009 – Feb 2012 |
21.35%
Feb 2009 – Feb 2014 |
6.17%
Jul 2007 – Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart