Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLWFX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R5) | 9.85% | 27.93% | 24.62% | 14.12% | 15.91% | 14.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLWFX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R5) | 03/08/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 27.93 | 24.62 | 14.12 | 15.91 | 14.94 | NA | … | … | 9.85 | 8.53 | 25.47 | 38.21 | -31.99 | 18.92 | 19.74 | 36.28 | -3.85 | 28.10 | 1.20 | 9.49 | 14.31 | 30.71 | 20.67 | -7.77 |
| Sharpe Ratio | NA | 1.83 | 1.17 | 0.54 | 0.67 | NA | NA | … | … | 1.44 | 0.23 | 1.04 | 2.07 | -1.09 | 1.06 | 0.53 | 2.29 | -0.25 | 3.22 | 0.07 | 0.57 | 1.03 | 2.47 | 1.45 | -0.35 |
| Standard Deviation(%) | NA | 15.33 | 19.15 | 21.61 | 21.57 | NA | NA | … | … | 17.40 | 24.75 | 18.09 | 16.60 | 30.80 | 17.85 | 36.32 | 15.24 | 20.96 | 8.58 | 15.06 | 16.53 | 13.90 | 12.43 | 14.33 | 27.01 |
| Draw Down(%) | NA | 15.25 | 23.67 | 35.63 | 35.63 | NA | NA | … | … | 13.70 | 23.51 | 13.02 | 9.56 | 34.85 | 13.43 | 30.29 | 8.77 | 23.26 | 3.25 | 15.96 | 14.49 | 8.84 | 6.57 | 10.46 | 20.92 |
| Yield(%) | 0.00 | 9.42 | 8.27 | 6.40 | 8.72 | 10.79 | 7.93 | … | … | 0.00 | 9.43 | 6.72 | 5.71 | 0.00 | 10.29 | 0.44 | 10.05 | 8.05 | 7.57 | 1.93 | 10.12 | 12.49 | 6.45 | 0.78 | 0.51 |
Data as of 06/04/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLWFX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R5) |
1.76%
Dec 2019 – Dec 2022 |
6.67%
Dec 2017 – Dec 2022 |
10.97%
Sep 2012 – Sep 2022 |
13.88%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLWFX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS R5) |
30.30%
Sep 2022 – Sep 2025 |
21.07%
Dec 2016 – Dec 2021 |
17.91%
Dec 2011 – Dec 2021 |
14.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart