Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLB (Columbia Banking System, Inc.) | 10.15% | 37.51% | 18.55% | -0.98% | 5.30% | 8.76% | 3.60% | … | … |
Data as of 06/05/2026, Common starting date is 06/16/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLB (Columbia Banking System, Inc.) | 06/16/1992 | 06/05/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 37.51 | 18.55 | -0.98 | 5.30 | 8.76 | 3.60 | … | … | 10.15 | 9.36 | 8.05 | -4.64 | -1.59 | -4.20 | -5.61 | 16.41 | -14.04 | -0.65 | 44.64 | 23.59 | 4.20 | 55.98 | -2.15 | -7.12 | 30.44 | 36.53 | -58.71 | -13.42 | 25.20 | 16.00 | 16.70 | 73.23 | -3.37 | -16.14 | 18.57 | -29.05 | 2.78 | 66.15 | 49.30 | 31.51 | -13.10 | 10.53 | 7.04 |
| Sharpe Ratio | NA | 0.99 | 0.42 | -0.10 | 0.09 | NA | NA | … | … | 0.72 | 0.18 | 0.10 | -0.18 | -0.09 | -0.12 | -0.09 | 0.62 | -0.63 | -0.06 | 1.65 | 0.96 | 0.19 | 2.98 | -0.09 | -0.16 | 0.76 | 0.44 | -0.56 | -0.45 | 0.77 | 0.51 | 0.47 | 2.37 | -0.13 | -0.40 | 0.36 | -0.79 | -0.01 | 1.70 | 1.14 | 0.64 | -0.30 | 0.17 | 0.22 |
| Standard Deviation(%) | NA | 30.32 | 38.63 | 38.58 | 38.10 | NA | NA | … | … | 27.90 | 35.56 | 43.13 | 47.08 | 32.53 | 36.21 | 66.20 | 24.01 | 24.70 | 23.44 | 26.84 | 24.63 | 22.16 | 18.79 | 25.36 | 44.07 | 39.70 | 82.32 | 105.44 | 37.13 | 28.46 | 26.70 | 33.16 | 30.66 | 36.01 | 47.60 | 39.90 | 41.20 | 56.91 | 36.58 | 39.72 | 42.73 | 54.60 | 50.04 | 50.43 |
| Draw Down(%) | NA | 18.38 | 36.43 | 52.35 | 58.50 | NA | NA | … | … | 18.38 | 27.21 | 33.66 | 44.02 | 25.15 | 36.39 | 48.51 | 19.53 | 26.60 | 19.06 | 16.98 | 14.11 | 18.86 | 8.77 | 27.38 | 36.14 | 34.41 | 58.50 | 71.83 | 28.58 | 19.12 | 15.73 | 26.86 | 7.94 | 21.38 | 36.64 | 21.62 | 36.63 | 43.81 | 16.67 | 12.31 | 17.71 | 23.96 | 36.07 | 10.53 |
| Yield(%) | 1.25 | 6.39 | 6.72 | 3.89 | 5.19 | 7.86 | 3.42 | … | … | 2.63 | 5.40 | 5.42 | 5.92 | 6.11 | 5.63 | 4.85 | 3.80 | 2.62 | 1.98 | 4.81 | 5.55 | 3.46 | 2.20 | 4.90 | 1.25 | 0.24 | 0.59 | 2.00 | 1.90 | 1.94 | 1.58 | 1.23 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/16/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLB (Columbia Banking System, Inc.) |
-41.05%
Mar 2006 – Mar 2009 |
-24.09%
Mar 2004 – Mar 2009 |
-7.17%
Mar 1999 – Mar 2009 |
-0.06%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLB (Columbia Banking System, Inc.) |
55.21%
Apr 1995 – Apr 1998 |
37.33%
Mar 2009 – Mar 2014 |
21.12%
Mar 2009 – Mar 2019 |
13.03%
Nov 1992 – Nov 2007 |
Annualized Rolling Returns Comparison Chart