Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONAX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS A) | NA | 284,156.55% | 1,291.87% | 397.28% | NA | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 03/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONAX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS A) | 03/27/2015 | 08/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 285,818.27 | 284,156.55 | 1,291.87 | 397.28 | NA | NA | NA | … | … | 1.94 | -9.97 | 0.00 | 4.39 | 7.78 | 0.56 | 6.00 | -0.19 | 1.56 |
| Sharpe Ratio | NA | -1.10 | -1.04 | -0.01 | NA | NA | NA | … | … | -0.34 | -2.53 | -0.01 | 0.50 | 3.04 | -0.39 | 2.26 | -0.14 | 0.94 |
| Standard Deviation(%) | NA | 4.04 | 3.22 | 4.58 | NA | NA | NA | … | … | 3.29 | 4.50 | 1.71 | 8.28 | 2.09 | 1.99 | 2.38 | 2.94 | 2.14 |
| Draw Down(%) | NA | 8.22 | 15.52 | 15.52 | NA | NA | NA | … | … | 2.99 | 14.92 | 2.39 | 12.52 | 1.59 | 2.01 | 1.37 | 6.49 | 2.19 |
| Yield(%) | 0.27 | 2.41 | 2.00 | 2.34 | 1.81 | 1.21 | 0.91 | … | … | 101.24 | 1.94 | 1.90 | 2.23 | 2.74 | 2.48 | 2.30 | 1.83 | 0.85 |
Data as of 08/04/2023, Common starting date is 03/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONAX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS A) |
-3.16%
Oct 2019 – Oct 2022 |
-0.17%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONAX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS A) |
5.67%
Feb 2017 – Feb 2020 |
4.24%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart