Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLEX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R4) | NA | 24.17% | -2.59% | 3.31% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLEX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R4) | 06/02/2015 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 24.17 | -2.59 | 3.31 | NA | NA | NA | … | … | 23.96 | 9.10 | -16.30 | 0.91 | 0.53 | 19.45 | -9.00 | 17.99 | 14.14 | -4.92 |
| Sharpe Ratio | NA | 1.39 | -0.32 | 0.04 | NA | NA | NA | … | … | 1.74 | 0.35 | -0.76 | 0.03 | 0.01 | 1.48 | -0.66 | 2.28 | 0.97 | -0.47 |
| Standard Deviation(%) | NA | 12.53 | 22.67 | 24.71 | NA | NA | NA | … | … | 11.42 | 14.05 | 23.30 | 29.21 | 36.57 | 12.18 | 15.65 | 7.63 | 14.35 | 17.75 |
| Draw Down(%) | NA | 5.96 | 34.24 | 37.79 | NA | NA | NA | … | … | 5.96 | 10.50 | 18.90 | 23.65 | 37.79 | 7.94 | 20.46 | 3.70 | 11.18 | 13.17 |
| Yield(%) | 0.00 | 1.76 | 1.65 | 3.15 | 4.33 | 2.89 | 2.16 | … | … | 0.00 | 1.92 | 1.58 | 3.04 | 0.00 | 11.73 | 9.80 | 8.19 | 1.98 | 6.24 |
Data as of 11/25/2024, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLEX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R4) |
-5.61%
May 2021 – May 2024 |
-1.59%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLEX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R4) |
14.05%
Sep 2015 – Sep 2018 |
11.62%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart