Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMVRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R) | 19.36% | 36.02% | 19.18% | 7.29% | 9.38% | 9.56% | 7.83% | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMVRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R) | 01/27/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 36.02 | 19.18 | 7.29 | 9.38 | 9.56 | 7.83 | … | … | 19.36 | 13.21 | 12.54 | 10.04 | -14.72 | 20.90 | 3.12 | 31.08 | -14.16 | 13.12 | 13.73 | -5.37 | 11.56 | 34.72 | 16.31 | -4.57 | 22.60 | 31.93 | -41.92 | 7.12 | 11.18 |
| Sharpe Ratio | NA | 2.16 | 0.98 | 0.23 | 0.37 | NA | NA | … | … | 2.70 | 0.55 | 0.68 | 0.40 | -0.64 | 1.09 | 0.07 | 2.35 | -1.04 | 1.59 | 0.88 | -0.35 | 0.91 | 2.66 | 1.10 | -0.17 | 1.00 | 0.96 | -1.02 | 0.24 | 0.81 |
| Standard Deviation(%) | NA | 13.92 | 15.76 | 18.66 | 20.42 | NA | NA | … | … | 15.67 | 18.69 | 13.11 | 16.22 | 25.23 | 19.14 | 41.63 | 12.59 | 14.99 | 7.89 | 15.30 | 15.36 | 12.73 | 13.04 | 14.90 | 27.82 | 22.47 | 33.02 | 42.00 | 16.79 | 10.70 |
| Draw Down(%) | NA | 8.53 | 21.01 | 26.44 | 43.29 | NA | NA | … | … | 8.53 | 18.64 | 8.24 | 15.93 | 23.17 | 10.98 | 43.29 | 7.25 | 21.71 | 4.19 | 13.81 | 12.24 | 10.42 | 6.39 | 11.50 | 26.24 | 18.91 | 29.53 | 52.77 | 12.29 | 8.80 |
| Yield(%) | 0.00 | 6.69 | 5.54 | 2.87 | 6.51 | 8.06 | 6.65 | … | … | 0.08 | 6.71 | 7.01 | 1.10 | 0.29 | 0.09 | 0.44 | 3.75 | 23.00 | 19.17 | 8.16 | 13.48 | 16.65 | 13.11 | 0.54 | 0.33 | 1.05 | 0.64 | 0.60 | 6.77 | 10.57 |
Data as of 06/04/2026, Common starting date is 01/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R) |
-17.56%
Feb 2006 – Feb 2009 |
-2.73%
May 2007 – May 2012 |
4.89%
Oct 2013 – Oct 2023 |
4.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R) |
27.26%
Feb 2009 – Feb 2012 |
25.36%
Feb 2009 – Feb 2014 |
14.95%
Feb 2009 – Feb 2019 |
12.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart