Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLNCX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R5) | NA | 21.17% | 8.81% | 12.97% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLNCX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R5) | 06/30/2014 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.19 | 21.17 | 8.81 | 12.97 | NA | NA | NA | … | … | 5.12 | 26.37 | -16.88 | 31.90 | 15.61 | 25.93 | -4.75 | 24.51 | 9.96 | 0.03 | 7.98 |
| Sharpe Ratio | NA | 1.47 | 0.38 | 0.53 | NA | NA | NA | … | … | 1.23 | 1.70 | -0.76 | 2.40 | 0.44 | 1.89 | -0.35 | 3.51 | 0.73 | 0.00 | 1.30 |
| Standard Deviation(%) | NA | 11.84 | 17.33 | 21.53 | NA | NA | NA | … | … | 11.63 | 13.09 | 24.10 | 13.30 | 35.04 | 13.00 | 17.36 | 6.84 | 13.40 | 15.78 | 12.53 |
| Draw Down(%) | NA | 9.56 | 22.98 | 34.46 | NA | NA | NA | … | … | 5.51 | 9.56 | 22.93 | 5.95 | 34.46 | 8.13 | 19.90 | 2.25 | 11.41 | 12.55 | 7.87 |
| Yield(%) | 0.00 | 5.50 | 11.99 | 11.61 | 10.56 | 7.04 | 5.28 | … | … | 0.00 | 6.06 | 6.98 | 29.29 | 8.06 | 5.11 | 10.75 | 14.39 | 1.86 | 2.36 | 1.15 |
Data as of 04/19/2024, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLNCX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R5) |
3.95%
Mar 2017 – Mar 2020 |
5.24%
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 |
|---|---|---|---|---|
| CLNCX (COLUMBIA LARGE CAP ENHANCED CORE FUND COLUMBIA LARGE CAP ENHANCED CORE FUND CLASS R5) |
24.29%
Dec 2018 – Dec 2021 |
17.89%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart