Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONYX (Columbia U.S. Social Bond Class Y) | NA | -350,207.62% | nan% | nan% | NA | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONYX (Columbia U.S. Social Bond Class Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -350,752.08 | -350,207.62 | nan | nan | NA | NA | NA | … | … | 2.08 | -9.52 | 0.10 | 4.59 | 8.20 | 0.84 | 4.66 |
| Sharpe Ratio | NA | -0.98 | -0.92 | 0.07 | NA | NA | NA | … | … | -0.27 | -2.40 | 0.05 | 0.53 | 3.27 | -0.24 | 2.16 |
| Standard Deviation(%) | NA | 4.07 | 3.25 | 4.58 | NA | NA | NA | … | … | 3.25 | 4.56 | 1.71 | 8.26 | 2.08 | 2.01 | 2.28 |
| Draw Down(%) | NA | 8.14 | 15.20 | 15.20 | NA | NA | NA | … | … | 2.98 | 14.64 | 2.38 | 12.57 | 1.59 | 1.99 | 1.36 |
| Yield(%) | 0.29 | 2.73 | 2.30 | 2.66 | 1.62 | 1.08 | 0.81 | … | … | 101.49 | 2.24 | 2.21 | 2.55 | 3.05 | 2.75 | 1.12 |
Data as of 08/04/2023, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONYX (Columbia U.S. Social Bond Class Y) |
-2.81%
Oct 2019 – Oct 2022 |
0.16%
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 |
|---|---|---|---|---|
| CONYX (Columbia U.S. Social Bond Class Y) |
5.38%
Jul 2018 – Jul 2021 |
1.91%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart