Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLM (Columbia Sportswear Company) | 17.76% | 7.06% | -3.71% | -7.00% | 2.79% | 6.53% | 6.72% | … | … |
Data as of 06/05/2026, Common starting date is 03/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLM (Columbia Sportswear Company) | 03/27/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | 7.06 | -3.71 | -7.00 | 2.79 | 6.53 | 6.72 | … | … | 17.76 | -33.05 | 7.08 | -7.79 | -8.79 | 12.63 | -12.50 | 20.33 | 18.23 | 24.85 | 21.01 | 10.68 | 14.70 | 49.84 | 16.63 | -21.67 | 61.20 | 12.52 | -18.51 | -20.07 | 16.98 | -19.93 | 9.38 | 22.69 | 33.39 | 0.40 | 131.40 | 27.41 | -23.08 |
| Sharpe Ratio | NA | 0.05 | -0.17 | -0.30 | 0.06 | NA | NA | … | … | 1.38 | -0.87 | 0.14 | -0.50 | -0.29 | 0.44 | -0.23 | 0.69 | 0.69 | 1.02 | 0.65 | 0.27 | 0.60 | 2.33 | 0.72 | -0.59 | 2.06 | 0.29 | -0.34 | -0.80 | 0.51 | -0.80 | 0.39 | 0.57 | 0.79 | -0.03 | 1.81 | 0.36 | -0.52 |
| Standard Deviation(%) | NA | 39.80 | 33.21 | 31.99 | 32.92 | NA | NA | … | … | 42.00 | 41.42 | 24.13 | 23.11 | 35.69 | 28.69 | 54.10 | 27.19 | 24.66 | 23.85 | 32.03 | 39.69 | 24.54 | 21.39 | 23.15 | 37.01 | 29.64 | 42.57 | 56.99 | 29.11 | 26.92 | 27.67 | 21.47 | 38.88 | 40.58 | 69.18 | 70.16 | 67.10 | 62.81 |
| Draw Down(%) | NA | 23.68 | 46.09 | 51.16 | 53.92 | NA | NA | … | … | 19.10 | 46.09 | 13.24 | 27.36 | 32.25 | 19.31 | 44.27 | 17.38 | 15.42 | 12.72 | 16.07 | 38.17 | 18.36 | 15.52 | 10.44 | 38.17 | 25.82 | 29.44 | 38.14 | 37.78 | 23.92 | 29.42 | 12.31 | 28.97 | 27.81 | 60.36 | 28.66 | 35.17 | 60.10 |
| Yield(%) | 0.00 | 1.96 | 1.58 | 1.18 | 1.74 | 1.52 | 1.96 | … | … | 1.07 | 1.45 | 1.51 | 1.35 | 1.22 | 1.22 | 0.26 | 1.15 | 1.23 | 1.28 | 1.40 | 1.40 | 1.26 | 1.71 | 1.92 | 1.41 | 5.65 | 1.79 | 1.42 | 1.00 | 0.29 | 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 03/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLM (Columbia Sportswear Company) |
-17.74%
Feb 2006 – Feb 2009 |
-11.63%
Feb 2004 – Feb 2009 |
-1.17%
Jul 2015 – Jul 2025 |
5.34%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLM (Columbia Sportswear Company) |
61.09%
Apr 1999 – Apr 2002 |
45.41%
Feb 1999 – Feb 2004 |
24.49%
Feb 2009 – Feb 2019 |
17.96%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart