Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUFX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS K) | NA | 10.82% | 7.20% | 10.88% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUFX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS K) | 03/08/2011 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.53 | 10.82 | 7.20 | 10.88 | NA | NA | NA | … | … | 0.29 | 13.43 | 14.14 | -5.06 | 12.25 | 35.16 | 16.87 | -9.32 |
| Sharpe Ratio | NA | 1.00 | 0.51 | 0.81 | NA | NA | NA | … | … | 0.03 | 1.62 | 0.91 | -0.33 | 0.96 | 2.69 | 1.14 | -0.38 |
| Standard Deviation(%) | NA | 10.02 | 13.51 | 13.31 | NA | NA | NA | … | … | 16.73 | 7.94 | 15.28 | 15.34 | 12.73 | 13.07 | 14.90 | 29.80 |
| Draw Down(%) | NA | 9.56 | 20.50 | 20.50 | NA | NA | NA | … | … | 9.56 | 4.22 | 13.79 | 12.17 | 10.43 | 6.32 | 11.38 | 26.13 |
| Yield(%) | 0.00 | 19.06 | 12.48 | 13.82 | 8.19 | 5.46 | 4.10 | … | … | 0.00 | 19.45 | 8.52 | 13.79 | 16.94 | 13.49 | 0.97 | 0.51 |
Data as of 03/09/2018, 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 |
|---|---|---|---|---|
| CMUFX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS K) |
3.88%
Aug 2014 – Aug 2017 |
8.51%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUFX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS K) |
24.83%
Sep 2011 – Sep 2014 |
15.57%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart