Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLQRX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R) | NA | 20.67% | 7.05% | 11.40% | 11.10% | 14.11% | NA | … | … |
Data as of 04/19/2024, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLQRX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R) | 12/19/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.22 | 20.67 | 7.05 | 11.40 | 11.10 | 14.11 | NA | … | … | 5.90 | 23.84 | -19.18 | 31.95 | 13.49 | 24.20 | -4.24 | 23.79 | 7.44 | 0.51 | 14.83 | 33.02 | 15.25 | 5.19 | 14.84 | 20.99 | -40.90 | -0.42 | -6.97 |
| Sharpe Ratio | NA | 1.38 | 0.27 | 0.46 | 0.56 | NA | NA | … | … | 1.46 | 1.47 | -0.85 | 2.34 | 0.38 | 1.73 | -0.32 | 3.28 | 0.54 | 0.03 | 1.29 | 2.90 | 1.18 | 0.23 | 0.79 | 0.74 | -0.96 | -0.19 | -2.17 |
| Standard Deviation(%) | NA | 12.20 | 17.59 | 21.58 | 18.01 | NA | NA | … | … | 11.82 | 13.44 | 24.31 | 13.67 | 34.68 | 13.20 | 17.36 | 7.09 | 13.46 | 15.69 | 11.51 | 11.38 | 13.01 | 22.61 | 18.72 | 28.36 | 43.38 | 18.26 | 44.24 |
| Draw Down(%) | NA | 10.72 | 24.64 | 34.24 | 34.24 | NA | NA | … | … | 5.35 | 10.72 | 24.28 | 6.58 | 34.24 | 8.25 | 20.01 | 2.47 | 11.86 | 12.43 | 7.86 | 5.78 | 11.01 | 17.53 | 16.06 | 29.83 | 49.71 | 12.22 | 7.77 |
| Yield(%) | 0.00 | 4.04 | 8.54 | 9.16 | 8.67 | 14.41 | 5.26 | … | … | 0.00 | 4.41 | 5.50 | 19.61 | 5.09 | 11.16 | 7.33 | 6.83 | 1.13 | 1.01 | 0.93 | 1.87 | 1.33 | 0.38 | 0.48 | 3.36 | 0.72 | 0.60 | 1.05 |
Data as of 04/19/2024, Common starting date is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLQRX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R) |
-14.75%
Jun 2007 – Jun 2010 |
-3.65%
May 2007 – May 2012 |
4.96%
Jan 2007 – Jan 2017 |
6.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLQRX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R) |
27.03%
Feb 2009 – Feb 2012 |
23.08%
Feb 2009 – Feb 2014 |
16.63%
Feb 2009 – Feb 2019 |
15.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart