Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLXRX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS R5) | 11.28% | 28.29% | 22.49% | 13.87% | 15.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLXRX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS R5) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 28.29 | 22.49 | 13.87 | 15.40 | NA | NA | … | … | 11.28 | 17.57 | 24.82 | 26.09 | -18.12 | 28.62 | 18.11 | 31.35 | -4.60 | 21.60 | 11.76 | 1.21 | 13.16 | 29.89 | 1.72 |
| Sharpe Ratio | NA | 2.26 | 1.34 | 0.68 | 0.76 | NA | NA | … | … | 2.01 | 0.79 | 1.67 | 1.73 | -0.81 | 2.18 | 0.51 | 2.39 | -0.35 | 3.18 | 0.88 | 0.08 | 1.15 | 2.68 | 1.09 |
| Standard Deviation(%) | NA | 11.90 | 14.81 | 16.89 | 18.10 | NA | NA | … | … | 13.52 | 18.64 | 12.68 | 13.10 | 24.22 | 13.13 | 34.62 | 12.52 | 17.12 | 6.61 | 13.12 | 15.51 | 11.42 | 11.16 | 12.71 |
| Draw Down(%) | NA | 8.91 | 18.78 | 24.61 | 33.82 | NA | NA | … | … | 8.91 | 18.78 | 8.45 | 9.99 | 24.61 | 5.14 | 33.82 | 6.64 | 19.42 | 2.62 | 10.29 | 12.03 | 7.30 | 5.61 | 3.02 |
| Yield(%) | 0.00 | 23.62 | 15.84 | 12.50 | 13.86 | 14.40 | 10.80 | … | … | 0.00 | 24.14 | 9.80 | 9.97 | 9.31 | 18.47 | 7.71 | 11.49 | 8.32 | 5.11 | 2.45 | 2.62 | 1.66 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLXRX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS R5) |
4.93%
Mar 2017 – Mar 2020 |
6.54%
Mar 2015 – Mar 2020 |
10.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLXRX (COLUMBIA LARGE CAP INDEX FUND COLUMBIA LARGE CAP INDEX FUND CLASS R5) |
25.89%
Dec 2018 – Dec 2021 |
18.70%
Oct 2016 – Oct 2021 |
15.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart