Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLVX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R5) | NA | 17.88% | 8.84% | 10.52% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLVX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R5) | 06/02/2015 | 04/19/2024 |
| 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 (%) | -1.47 | 17.88 | 8.84 | 10.52 | NA | NA | NA | … | … | 6.87 | 15.81 | -7.09 | -1.49 | 2.46 | 24.14 | -8.90 | 18.12 | 14.16 | -4.92 |
| Sharpe Ratio | NA | 1.22 | 0.42 | 0.42 | NA | NA | NA | … | … | 2.05 | 0.89 | -0.41 | -0.05 | 0.06 | 1.87 | -0.65 | 2.28 | 0.97 | -0.47 |
| Standard Deviation(%) | NA | 11.51 | 15.77 | 21.29 | NA | NA | NA | … | … | 10.25 | 13.16 | 20.50 | 31.61 | 36.49 | 12.17 | 15.66 | 7.69 | 14.28 | 17.72 |
| Draw Down(%) | NA | 10.41 | 18.08 | 37.76 | NA | NA | NA | … | … | 5.97 | 10.41 | 18.08 | 25.57 | 37.76 | 7.86 | 20.33 | 3.71 | 11.19 | 13.17 |
| Yield(%) | 0.00 | 7.94 | 13.79 | 11.83 | 8.95 | 5.97 | 4.47 | … | … | 0.00 | 8.37 | 10.85 | 31.03 | 1.87 | 15.94 | 9.94 | 8.30 | 2.11 | 6.34 |
Data as of 04/19/2024, 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 |
|---|---|---|---|---|
| COLVX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R5) |
-0.96%
Mar 2017 – Mar 2020 |
5.19%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLVX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R5) |
19.36%
Mar 2020 – Mar 2023 |
12.97%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart