Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMUCX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS C) | 3.49% | 5.30% | 7.66% | 9.64% | 5.74% | 8.15% | 6.20% | 7.62% |
Data as of 07/25/2025, AR inception is 12/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUCX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS C) | 12/26/2002 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 5.30 | 7.66 | 9.64 | 5.74 | 8.15 | 6.20 | 7.62 | 3.49 | 4.99 | 8.83 | -15.72 | 19.00 | 2.43 | 30.21 | -14.56 | 12.62 | 13.08 | -5.82 | 11.00 | 34.07 | 15.64 | -4.97 | 22.02 | 31.19 | -42.17 | 6.59 | 15.88 | 5.88 | 10.62 | 35.47 | -0.58 |
| Sharpe Ratio | NA | 0.11 | 0.24 | 0.39 | 0.20 | NA | NA | 0.30 | 0.14 | -0.11 | 0.28 | -0.68 | 0.97 | 0.05 | 2.30 | -1.06 | 1.51 | 0.84 | -0.38 | 0.86 | 2.61 | 1.05 | -0.18 | 0.97 | 0.94 | -1.02 | 0.22 | 1.19 | 0.28 | 0.72 | 2.32 | -2.24 |
| Standard Deviation(%) | NA | 19.46 | 18.01 | 19.71 | 20.77 | NA | NA | 21.12 | 22.74 | 14.40 | 16.25 | 25.38 | 19.59 | 41.53 | 12.52 | 15.05 | 7.96 | 15.29 | 15.35 | 12.76 | 13.06 | 14.92 | 27.80 | 22.57 | 32.98 | 42.02 | 16.76 | 10.67 | 13.15 | 13.40 | 15.00 | 17.55 |
| Draw Down(%) | NA | 21.16 | 21.16 | 28.34 | 43.33 | NA | NA | 61.05 | 18.67 | 12.88 | 16.63 | 23.94 | 11.85 | 43.33 | 7.19 | 22.10 | 4.31 | 13.84 | 12.30 | 10.52 | 6.41 | 11.64 | 26.42 | 19.05 | 29.55 | 52.93 | 12.42 | 8.84 | 11.33 | 10.79 | 12.50 | 1.45 |
| Yield(%) | 0.00 | 5.52 | 2.26 | 1.74 | 6.24 | 8.86 | 6.64 | 9.10 | 0.03 | 6.05 | 0.16 | 0.00 | 0.00 | 0.19 | 3.48 | 24.46 | 19.94 | 8.32 | 13.97 | 17.01 | 13.23 | 0.13 | 0.11 | 0.77 | 0.21 | 0.30 | 6.38 | 10.76 | 4.05 | 0.46 | 0.14 | 0.19 |
Data as of 07/25/2025, AR inception is 12/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUCX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS C) |
-18.00%
Feb 2006 - Feb 2009 |
-8.21%
Feb 2004 - Feb 2009 |
4.09%
Oct 2013 - Oct 2023 |
3.71%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUCX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS C) |
26.65%
Feb 2009 - Feb 2012 |
24.76%
Feb 2009 - Feb 2014 |
14.37%
Feb 2009 - Feb 2019 |
11.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart