Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLLRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS R5) | NA | -13.67% | -5.11% | -1.71% | NA | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLLRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS R5) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | -13.67 | -5.11 | -1.71 | NA | NA | NA | … | … | -19.76 | 21.13 | -17.67 | 6.68 | 16.25 | -7.12 | 0.02 | 25.50 | 4.74 |
| Sharpe Ratio | NA | -0.33 | -0.22 | -0.07 | NA | NA | NA | … | … | -0.60 | 1.18 | -1.06 | 0.49 | 0.29 | -0.46 | 0.00 | 1.54 | 2.57 |
| Standard Deviation(%) | NA | 43.26 | 28.30 | 33.82 | NA | NA | NA | … | … | 57.89 | 16.65 | 18.00 | 12.53 | 55.47 | 15.37 | 14.95 | 16.55 | 16.47 |
| Draw Down(%) | NA | 44.98 | 48.94 | 48.94 | NA | NA | NA | … | … | 44.98 | 13.04 | 28.70 | 7.70 | 31.48 | 15.17 | 14.00 | 11.31 | 3.58 |
| Yield(%) | 0.00 | 0.91 | 12.28 | 14.26 | 9.69 | 6.46 | 4.85 | … | … | 0.00 | 1.01 | 20.48 | 17.78 | 36.57 | 29.80 | 7.96 | 0.00 | 0.00 |
Data as of 07/10/2020, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLLRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS R5) |
-11.33%
Mar 2017 – Mar 2020 |
-5.98%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLLRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS R5) |
10.80%
Sep 2015 – Sep 2018 |
7.65%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart