Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS A) | 19.51% | 36.41% | 19.50% | 7.58% | 9.31% | 9.60% | 7.92% | … | … |
Data as of 06/04/2026, Common starting date is 12/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS A) | 12/24/2001 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 36.41 | 19.50 | 7.58 | 9.31 | 9.60 | 7.92 | … | … | 19.51 | 13.55 | 12.83 | 10.26 | -14.50 | 21.35 | 3.29 | 31.33 | -13.89 | 9.80 | 13.96 | -5.13 | 11.81 | 35.16 | 16.49 | -4.28 | 22.93 | 32.26 | -41.77 | 7.38 | 16.75 | 6.78 | 11.47 | 36.38 | -13.29 | 1.49 |
| Sharpe Ratio | NA | 2.19 | 1.00 | 0.24 | 0.36 | NA | NA | … | … | 2.73 | 0.57 | 0.70 | 0.41 | -0.63 | 1.11 | 0.07 | 2.38 | -1.02 | 1.07 | 0.90 | -0.34 | 0.92 | 2.69 | 1.11 | -0.15 | 1.02 | 0.97 | -1.02 | 0.25 | 1.25 | 0.34 | 0.79 | 2.38 | -0.66 | 19.14 |
| Standard Deviation(%) | NA | 13.91 | 15.74 | 18.66 | 20.44 | NA | NA | … | … | 15.57 | 18.68 | 13.11 | 16.23 | 25.26 | 19.22 | 41.53 | 12.55 | 15.00 | 8.58 | 15.28 | 15.30 | 12.76 | 13.05 | 14.90 | 27.84 | 22.49 | 33.00 | 41.95 | 16.78 | 10.68 | 13.12 | 13.33 | 14.97 | 22.01 | 8.00 |
| Draw Down(%) | NA | 8.53 | 20.90 | 26.25 | 43.28 | NA | NA | … | … | 8.53 | 18.54 | 8.18 | 15.75 | 23.04 | 10.93 | 43.28 | 7.22 | 21.64 | 6.93 | 13.77 | 12.15 | 10.45 | 6.32 | 11.43 | 26.18 | 18.86 | 29.53 | 52.62 | 12.18 | 8.80 | 11.13 | 10.60 | 12.25 | 30.11 | 0.38 |
| Yield(%) | 0.00 | 6.91 | 5.79 | 3.08 | 6.37 | 8.05 | 6.70 | … | … | 0.15 | 6.91 | 7.24 | 1.34 | 0.50 | 0.37 | 0.65 | 4.01 | 23.14 | 16.00 | 8.40 | 13.67 | 16.82 | 13.37 | 0.81 | 0.54 | 1.26 | 0.90 | 0.80 | 7.04 | 11.18 | 4.37 | 1.14 | 0.91 | 0.64 | 0.06 |
Data as of 06/04/2026, Common starting date is 12/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS A) |
-17.36%
Feb 2006 – Feb 2009 |
-7.50%
Feb 2004 – Feb 2009 |
4.81%
Oct 2013 – Oct 2023 |
4.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS A) |
27.60%
Feb 2009 – Feb 2012 |
25.69%
Feb 2009 – Feb 2014 |
14.86%
Feb 2009 – Feb 2019 |
12.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart