Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLQIX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS I) | NA | 16.42% | 8.56% | 12.61% | NA | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 12/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLQIX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS I) | 12/18/2008 | 03/24/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 16.42 | 8.56 | 12.61 | NA | NA | NA | … | … | 1.95 | 14.20 | -3.66 | 16.00 | 33.82 | 16.84 | 3.61 | 18.20 | 16.16 | 1.72 |
| Sharpe Ratio | NA | 1.45 | 0.61 | 0.96 | NA | NA | NA | … | … | 1.01 | 0.98 | -0.23 | 1.39 | 2.84 | 1.27 | 0.14 | 0.87 | 0.49 | 2.60 |
| Standard Deviation(%) | NA | 11.18 | 13.76 | 13.40 | NA | NA | NA | … | … | 8.46 | 14.24 | 15.74 | 11.51 | 11.90 | 13.37 | 24.91 | 20.92 | 33.05 | 27.29 |
| Draw Down(%) | NA | 6.27 | 16.49 | 16.49 | NA | NA | NA | … | … | 3.40 | 11.16 | 13.41 | 8.65 | 5.51 | 11.95 | 21.02 | 16.63 | 33.95 | 3.64 |
| Yield(%) | 0.00 | 2.14 | 5.27 | 6.87 | 8.26 | 5.50 | 4.13 | … | … | 0.00 | 2.17 | 6.45 | 7.00 | 8.60 | 6.73 | 17.61 | 18.82 | 1.37 | 0.80 |
Data as of 03/24/2017, Common starting date is 12/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLQIX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS I) |
7.68%
Oct 2013 – Oct 2016 |
9.86%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLQIX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS I) |
26.41%
Feb 2009 – Feb 2012 |
23.88%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart