Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CLSPX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS Z) -3.97% -2.08% 8.08% 2.03% 4.96% 7.80% 7.79% 9.10%
More Performance Analytics Comparison
Name Start Date End Date
CLSPX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS Z) 07/10/1986 05/05/2025
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 07/10/1986.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return (%) 3.82 -2.08 8.08 2.03 4.96 7.80 7.79 9.10 -3.97 10.42 25.25 -31.25 -3.96 16.65 35.25 -5.22 22.86 2.20 4.96 7.24 31.19 11.03 -4.42 29.84 43.89 -43.90 20.17 11.92 16.35 7.31 30.43 -24.54 -21.02 15.86 36.73 16.64 12.72 13.07 29.53 2.29 21.68 11.03 49.66 -11.08 23.44 30.04 1.67 -15.46
Sharpe Ratio NA -0.21 0.11 0.00 0.13 NA NA 0.31 -0.37 0.19 1.22 -0.90 -0.14 0.45 2.33 -0.35 2.57 0.13 0.32 0.48 2.37 0.71 -0.15 1.38 1.48 -1.02 0.93 0.58 1.05 0.39 1.65 -1.07 -1.00 0.31 1.79 0.72 0.68 0.62 2.24 -0.07 1.78 0.63 2.60 -0.88 1.35 1.48 -0.06 -2.25
Standard Deviation(%) NA 28.42 26.10 27.75 23.98 NA NA 21.93 37.70 20.61 17.38 36.26 29.44 36.16 14.52 18.75 8.70 15.80 15.61 15.20 13.15 15.66 28.99 21.54 29.50 43.72 18.57 14.99 13.53 16.15 17.99 23.87 23.62 37.81 18.68 18.55 13.40 15.19 11.45 9.48 10.98 13.57 17.59 18.45 13.14 17.10 37.07 14.75
Draw Down(%) NA 34.30 34.30 53.25 53.25 NA NA 56.51 27.36 18.58 16.58 38.29 28.14 34.48 8.06 22.61 3.56 15.91 11.96 11.23 6.56 13.04 26.92 15.89 20.23 55.93 12.34 15.68 10.48 20.16 10.10 29.45 35.32 29.68 11.47 24.48 10.92 19.10 8.27 10.76 6.50 17.07 8.80 35.95 10.96 9.13 43.04 17.51
Yield(%) 0.00 0.00 0.00 0.00 5.57 8.05 8.47 5.19 0.00 0.00 0.00 0.00 0.00 0.00 10.42 19.93 14.14 6.03 15.40 16.05 11.47 3.07 3.06 0.00 0.06 1.87 15.48 6.25 1.52 0.00 0.00 0.00 3.81 27.63 9.96 0.06 10.70 20.48 14.75 6.50 17.91 2.01 2.13 0.04 3.13 6.54 0.00 0.76
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLSPX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS Z) -19.77%
Feb 2000 - Feb 2003 		-6.05%
Mar 2000 - Mar 2005 		-0.78%
Aug 2000 - Aug 2010 		4.04%
Sep 2000 - Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLSPX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS Z) 34.10%
Mar 1997 - Mar 2000 		27.43%
Feb 1995 - Feb 2000 		23.37%
Sep 1990 - Sep 2000 		14.10%
Dec 1986 - Dec 2001
Annualized Rolling Returns Comparison Chart