Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONCX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS C) | NA | -356,545.07% | nan% | nan% | 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 |
|---|---|---|
| CONCX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS C) | 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 (%) | -361,996.62 | -356,545.07 | nan | nan | NA | NA | NA | … | … | 1.26 | -10.62 | -0.26 | 3.57 | 7.08 | -0.28 | 5.32 | -1.08 | 1.08 |
| Sharpe Ratio | NA | -1.36 | -1.33 | -0.19 | NA | NA | NA | … | … | -0.71 | -2.72 | -0.17 | 0.40 | 2.85 | -0.83 | 2.00 | -0.43 | 0.67 |
| Standard Deviation(%) | NA | 4.00 | 3.16 | 4.54 | NA | NA | NA | … | … | 3.23 | 4.43 | 1.70 | 8.24 | 1.99 | 1.95 | 2.35 | 2.95 | 2.06 |
| Draw Down(%) | NA | 8.34 | 16.32 | 16.32 | NA | NA | NA | … | … | 3.14 | 15.38 | 2.39 | 12.52 | 1.64 | 2.64 | 1.37 | 6.81 | 2.39 |
| Yield(%) | 0.20 | 1.68 | 1.28 | 1.56 | 1.18 | 0.78 | 0.59 | … | … | 100.76 | 1.25 | 1.14 | 1.46 | 1.95 | 1.75 | 1.54 | 1.03 | 0.38 |
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 |
|---|---|---|---|---|
| CONCX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS C) |
-3.91%
Oct 2019 – Oct 2022 |
-0.94%
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 |
|---|---|---|---|---|
| CONCX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS C) |
4.85%
Feb 2017 – Feb 2020 |
3.45%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart