Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMVYX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Y) | 19.73% | 36.87% | 19.95% | 7.99% | 10.08% | 10.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMVYX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Y) | 07/21/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | 36.87 | 19.95 | 7.99 | 10.08 | 10.28 | NA | … | … | 19.73 | 13.92 | 13.28 | 10.63 | -14.10 | 21.74 | 3.77 | 31.91 | -13.57 | 13.95 | 14.33 | -4.70 | 12.28 | 35.67 | 16.97 | -3.94 | 23.20 | 22.20 |
| Sharpe Ratio | NA | 2.22 | 1.03 | 0.27 | 0.40 | NA | NA | … | … | 2.76 | 0.59 | 0.73 | 0.43 | -0.62 | 1.13 | 0.08 | 2.42 | -1.00 | 1.69 | 0.93 | -0.31 | 0.96 | 2.73 | 1.15 | -0.14 | 1.03 | 2.61 |
| Standard Deviation(%) | NA | 13.93 | 15.75 | 18.67 | 20.41 | NA | NA | … | … | 15.62 | 18.66 | 13.18 | 16.17 | 25.29 | 19.21 | 41.54 | 12.56 | 14.97 | 7.88 | 15.22 | 15.37 | 12.77 | 13.06 | 14.85 | 27.85 | 22.48 | 21.33 |
| Draw Down(%) | NA | 8.52 | 20.83 | 26.09 | 43.26 | NA | NA | … | … | 8.52 | 18.49 | 8.24 | 15.58 | 22.83 | 10.92 | 43.26 | 7.22 | 21.57 | 4.17 | 13.63 | 12.10 | 10.35 | 6.27 | 11.36 | 26.10 | 18.89 | 8.37 |
| Yield(%) | 0.00 | 7.31 | 6.24 | 3.46 | 7.04 | 8.68 | 10.08 | … | … | 0.24 | 7.31 | 7.67 | 1.75 | 0.86 | 0.83 | 1.02 | 4.51 | 23.53 | 19.82 | 8.64 | 14.10 | 17.28 | 13.87 | 1.17 | 0.88 | 1.57 | 0.41 |
Data as of 06/04/2026, Common starting date is 07/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVYX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Y) |
-5.56%
Mar 2017 – Mar 2020 |
-1.32%
Mar 2015 – Mar 2020 |
5.58%
Oct 2013 – Oct 2023 |
8.49%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVYX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Y) |
25.11%
Sep 2011 – Sep 2014 |
18.70%
Aug 2009 – Aug 2014 |
13.09%
Sep 2011 – Sep 2021 |
10.72%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart