Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R) | NA | 15.56% | -1.60% | 8.56% | 9.45% | 12.09% | NA | … | … |
Data as of 04/19/2024, Common starting date is 01/23/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R) | 01/23/2006 | 04/19/2024 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.74 | 15.56 | -1.60 | 8.56 | 9.45 | 12.09 | NA | … | … | 3.00 | 24.62 | -31.57 | 15.80 | 34.73 | 34.61 | -5.70 | 22.27 | 1.71 | 4.40 | 6.72 | 18.12 | 10.47 | -4.91 | 29.44 | 43.15 | -44.24 | 19.57 | 6.91 |
| Sharpe Ratio | NA | 0.75 | -0.15 | 0.27 | 0.39 | NA | NA | … | … | 0.41 | 1.18 | -0.91 | 0.72 | 1.03 | 2.29 | -0.37 | 2.50 | 0.10 | 0.28 | 0.44 | 1.09 | 0.67 | -0.17 | 1.36 | 1.46 | -1.03 | 0.90 | 0.27 |
| Standard Deviation(%) | NA | 15.68 | 25.62 | 26.21 | 21.34 | NA | NA | … | … | 16.04 | 17.35 | 36.27 | 21.83 | 33.40 | 14.53 | 18.77 | 8.70 | 15.81 | 15.62 | 15.22 | 16.60 | 15.68 | 28.99 | 21.55 | 29.44 | 43.76 | 18.56 | 15.05 |
| Draw Down(%) | NA | 16.74 | 43.50 | 43.50 | 43.50 | NA | NA | … | … | 7.52 | 16.74 | 38.41 | 13.62 | 34.51 | 8.14 | 22.69 | 3.61 | 15.96 | 12.07 | 11.25 | 11.40 | 13.13 | 27.01 | 15.86 | 20.26 | 56.05 | 12.37 | 15.75 |
| Yield(%) | 0.00 | 0.00 | 7.44 | 11.41 | 11.02 | 16.24 | 8.08 | … | … | 0.00 | 0.00 | 0.00 | 24.26 | 20.07 | 11.92 | 21.77 | 14.91 | 6.37 | 15.97 | 16.66 | 0.00 | 3.21 | 3.17 | 0.18 | 0.00 | 1.91 | 15.53 | 5.98 |
Data as of 04/19/2024, Common starting date is 01/23/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R) |
-14.64%
Feb 2006 – Feb 2009 |
0.39%
Oct 2007 – Oct 2012 |
4.91%
Feb 2006 – Feb 2016 |
5.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R) |
30.12%
Feb 2009 – Feb 2012 |
21.77%
Feb 2009 – Feb 2014 |
14.46%
Feb 2009 – Feb 2019 |
13.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart