Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COCRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R5) | 23.51% | 43.31% | 20.39% | 8.32% | 13.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COCRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R5) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 43.31 | 20.39 | 8.32 | 13.61 | NA | NA | … | … | 23.51 | 19.96 | 9.78 | 12.30 | -19.32 | 4.03 | 48.35 | 26.57 | -0.73 | 15.50 | 10.73 | -4.27 | 5.92 | 21.34 | 2.17 |
| Sharpe Ratio | NA | 2.83 | 1.47 | 0.41 | 0.89 | NA | NA | … | … | 3.42 | 1.30 | 0.74 | 0.94 | -1.16 | 0.26 | 2.17 | 2.70 | -0.18 | 2.46 | 1.06 | -0.44 | 0.63 | 2.70 | 2.74 |
| Standard Deviation(%) | NA | 14.26 | 11.71 | 13.07 | 13.44 | NA | NA | … | … | 17.12 | 13.22 | 8.33 | 9.30 | 17.94 | 15.21 | 22.04 | 9.28 | 12.01 | 6.06 | 9.94 | 9.83 | 9.34 | 7.90 | 6.48 |
| Draw Down(%) | NA | 7.77 | 12.09 | 26.58 | 28.44 | NA | NA | … | … | 7.77 | 12.09 | 4.85 | 10.88 | 22.90 | 13.17 | 26.57 | 4.69 | 12.89 | 2.53 | 12.11 | 12.40 | 9.72 | 6.16 | 1.62 |
| Yield(%) | 0.00 | 1.98 | 2.51 | 5.91 | 9.00 | 7.81 | 5.86 | … | … | 0.47 | 1.98 | 2.39 | 3.04 | 7.35 | 19.11 | 10.73 | 7.74 | 5.23 | 3.39 | 2.06 | 8.92 | 2.35 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COCRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R5) |
-4.09%
Feb 2021 – Feb 2024 |
4.42%
Dec 2020 – Dec 2025 |
7.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COCRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R5) |
25.00%
Dec 2018 – Dec 2021 |
22.54%
Feb 2016 – Feb 2021 |
13.56%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart