Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMGVX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R5) | 18.28% | 29.05% | 22.94% | 9.96% | 13.98% | 11.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMGVX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID 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 (%) | 1.52 | 29.05 | 22.94 | 9.96 | 13.98 | 11.98 | NA | … | … | 18.28 | 15.19 | 24.04 | 25.32 | -31.22 | 16.43 | 35.50 | 35.34 | -5.12 | 23.00 | 2.30 | 5.06 | 7.40 | 31.33 | 11.22 | -9.88 |
| Sharpe Ratio | NA | 1.39 | 0.93 | 0.29 | 0.54 | NA | NA | … | … | 1.73 | 0.47 | 1.12 | 1.26 | -0.90 | 0.75 | 1.05 | 2.33 | -0.35 | 2.58 | 0.13 | 0.32 | 0.49 | 2.38 | 0.72 | -0.39 |
| Standard Deviation(%) | NA | 21.23 | 21.84 | 25.06 | 22.88 | NA | NA | … | … | 25.40 | 26.36 | 18.28 | 17.40 | 36.25 | 21.85 | 33.36 | 14.54 | 18.75 | 8.69 | 15.78 | 15.63 | 15.20 | 13.13 | 15.65 | 30.88 |
| Draw Down(%) | NA | 13.66 | 27.32 | 43.33 | 43.33 | NA | NA | … | … | 13.66 | 27.32 | 10.79 | 16.57 | 38.28 | 13.60 | 34.48 | 8.05 | 22.60 | 3.57 | 15.90 | 11.92 | 11.21 | 6.57 | 13.01 | 26.90 |
| Yield(%) | 0.00 | 11.51 | 10.07 | 8.12 | 11.60 | 10.44 | 7.91 | … | … | 0.00 | 12.02 | 14.27 | 0.00 | 0.00 | 20.39 | 17.59 | 10.33 | 19.83 | 14.13 | 6.03 | 15.46 | 16.08 | 11.54 | 3.06 | 2.92 |
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 |
|---|---|---|---|---|
| CMGVX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R5) |
-2.45%
Aug 2021 – Aug 2024 |
5.18%
Mar 2015 – Mar 2020 |
8.09%
Oct 2013 – Oct 2023 |
10.83%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGVX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R5) |
28.77%
Dec 2018 – Dec 2021 |
21.84%
Oct 2016 – Oct 2021 |
15.93%
Sep 2011 – Sep 2021 |
11.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart