Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLSRX (Columbia Select Large Cap Equity Funddv) | NA | 22.80% | 7.82% | 14.11% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 07/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLSRX (Columbia Select Large Cap Equity Funddv) | 07/10/2017 | 11/25/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 22.80 | 7.82 | 14.11 | NA | NA | NA | … | … | 21.25 | 23.23 | -19.38 | 29.94 | 19.59 | 28.67 | -5.49 | 11.10 |
| Sharpe Ratio | NA | 1.23 | 0.16 | 0.54 | NA | NA | NA | … | … | 1.27 | 1.45 | -0.86 | 2.19 | 0.56 | 2.11 | -0.40 | 3.62 |
| Standard Deviation(%) | NA | 12.99 | 17.96 | 21.47 | NA | NA | NA | … | … | 13.20 | 13.25 | 24.32 | 13.68 | 34.40 | 12.92 | 17.12 | 6.57 |
| Draw Down(%) | NA | 9.48 | 25.26 | 33.40 | NA | NA | NA | … | … | 9.48 | 9.42 | 25.22 | 5.86 | 33.40 | 7.30 | 19.61 | 1.58 |
| Yield(%) | 0.00 | 0.95 | 3.51 | 5.64 | 4.96 | 3.31 | 2.48 | … | … | 0.28 | 1.18 | 4.76 | 9.15 | 7.86 | 6.31 | 9.65 | 5.08 |
Data as of 11/25/2024, Common starting date is 07/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSRX (Columbia Select Large Cap Equity Funddv) |
6.11%
Oct 2021 – Oct 2024 |
8.70%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSRX (Columbia Select Large Cap Equity Funddv) |
25.98%
Dec 2018 – Dec 2021 |
15.03%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart