Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CLVIX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS I) NA 25.55% 8.53% 12.90% NA NA NA
Data as of 03/24/2017, Common starting date is 12/18/2009
More Performance Analytics Comparison
Name Start Date End Date
CLVIX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS I) 12/18/2009 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
Annualized Return (%) -2.13 25.55 8.53 12.90 NA NA NA 2.92 20.90 -5.45 11.31 38.30 18.07 -0.49 20.38 0.78
Sharpe Ratio NA 2.05 0.57 0.89 NA NA NA 1.39 1.32 -0.33 0.94 2.78 1.15 -0.02 1.01 2.73
Standard Deviation(%) NA 12.36 14.80 14.80 NA NA NA 9.45 15.67 16.69 11.96 13.75 15.83 27.54 20.02 10.09
Draw Down(%) NA 6.76 20.79 20.79 NA NA NA 3.45 13.48 15.80 8.61 5.79 16.00 25.00 17.49 1.33
Yield(%) 0.00 9.49 5.47 6.20 4.66 3.10 2.33 0.00 9.50 4.31 3.00 4.46 5.61 3.20 0.75 0.14
Data as of 03/24/2017, Common starting date is 12/18/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLVIX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS I) 7.33%
Oct 2013 – Oct 2016
7.85%
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
CLVIX (COLUMBIA SELECT LARGE-CAP VALUE FUND COLUMBIA SELECT LARGE-CAP VALUE FUND-CLASS I) 26.63%
Sep 2011 – Sep 2014
17.57%
Jun 2010 – Jun 2015
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return