Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUBX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS B) | NA | 11.42% | 4.73% | 12.28% | 5.39% | 8.56% | NA | … | … |
Data as of 08/04/2017, Common starting date is 03/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUBX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS B) | 03/22/2002 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 11.42 | 4.73 | 12.28 | 5.39 | 8.56 | NA | … | … | 4.47 | 13.17 | -5.85 | 11.03 | 34.16 | 15.62 | -4.99 | 22.03 | 31.17 | -42.19 | 6.59 | 15.79 | 5.91 | 10.54 | 35.46 | -18.63 |
| Sharpe Ratio | NA | 1.14 | 0.33 | 0.91 | 0.23 | NA | NA | … | … | 0.85 | 0.84 | -0.38 | 0.86 | 2.61 | 1.06 | -0.18 | 0.97 | 0.94 | -1.02 | 0.21 | 1.17 | 0.28 | 0.72 | 2.34 | -1.03 |
| Standard Deviation(%) | NA | 9.63 | 13.98 | 13.46 | 23.22 | NA | NA | … | … | 8.42 | 15.30 | 15.40 | 12.76 | 13.10 | 14.88 | 27.83 | 22.53 | 32.99 | 42.05 | 16.82 | 10.69 | 13.19 | 13.41 | 14.86 | 23.68 |
| Draw Down(%) | NA | 5.07 | 20.93 | 20.93 | 60.40 | NA | NA | … | … | 3.68 | 13.85 | 12.36 | 10.46 | 6.44 | 11.55 | 26.44 | 18.97 | 29.65 | 52.98 | 12.41 | 8.80 | 11.36 | 10.74 | 12.53 | 30.39 |
| Yield(%) | 0.00 | 9.34 | 10.27 | 13.07 | 6.27 | 9.12 | 5.35 | … | … | 3.60 | 8.36 | 14.04 | 17.09 | 13.28 | 0.13 | 0.11 | 0.77 | 0.21 | 0.30 | 6.40 | 10.79 | 4.06 | 0.43 | 0.16 | 0.36 |
Data as of 08/04/2017, Common starting date is 03/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUBX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS B) |
-17.99%
Feb 2006 – Feb 2009 |
-8.23%
Feb 2004 – Feb 2009 |
4.02%
May 2002 – May 2012 |
6.80%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUBX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS B) |
26.62%
Feb 2009 – Feb 2012 |
24.75%
Feb 2009 – Feb 2014 |
8.86%
Mar 2003 – Mar 2013 |
8.13%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart