Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLMWX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS T) | NA | 6.34% | 5.87% | NA | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLMWX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS T) | 05/02/2014 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 6.34 | 5.87 | NA | NA | NA | NA | … | … | 6.01 | 5.20 | 6.33 | 2.26 | 2.03 |
| Sharpe Ratio | NA | 2.06 | 1.87 | NA | NA | NA | NA | … | … | 2.01 | 1.88 | 1.82 | 0.70 | 1.18 |
| Standard Deviation(%) | NA | 2.44 | 2.77 | NA | NA | NA | NA | … | … | 2.46 | 2.45 | 3.35 | 3.19 | 2.59 |
| Draw Down(%) | NA | 1.50 | 4.60 | NA | NA | NA | NA | … | … | 1.50 | 1.60 | 4.50 | 2.54 | 1.02 |
| Yield(%) | 0.00 | 7.45 | 5.51 | 4.49 | 2.25 | 1.50 | 1.12 | … | … | 3.24 | 7.36 | 4.74 | 4.66 | 2.92 |
Data as of 12/14/2018, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMWX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS T) |
4.34%
Jul 2014 – Jul 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLMWX (COLUMBIA MORTGAGE OPPORTUNITIES FUND COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS T) |
6.30%
Nov 2015 – Nov 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart