Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMVRX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R) | 2.43% | 3.65% | 7.98% | 10.19% | 5.70% | 9.22% | NA | 6.39% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.27 | 3.65 | 7.98 | 10.19 | 5.70 | 9.22 | NA | 6.39 | 2.43 | 6.32 | 9.53 | -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 | 0.02 | 0.24 | 0.42 | 0.20 | NA | NA | 0.23 | 0.08 | -0.02 | 0.33 | -0.64 | 1.09 | 0.07 | 2.36 | -1.04 | 1.59 | 0.88 | -0.35 | 0.91 | 2.66 | 1.10 | -0.17 | 1.00 | 0.96 | -1.02 | 0.25 | 0.83 |
| Standard Deviation(%) | NA | 20.17 | 18.30 | 19.74 | 20.77 | NA | NA | 22.08 | 23.49 | 14.10 | 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 | 24.51 | 24.51 | 26.44 | 43.29 | NA | NA | 60.75 | 18.64 | 12.30 | 16.31 | 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 | 0.40 | 0.57 | 0.53 | 5.70 | 9.62 | 6.09 | 6.41 | 0.15 | 0.60 | 0.62 | 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 07/03/2025, AR inception 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 |
4.79%
Apr 2015 - Apr 2025 |
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 |
11.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart