Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONZX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS Z) | NA | 285,111.18% | 1,295.76% | 398.62% | 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 |
|---|---|---|
| CONZX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS Z) | 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 (%) | 285,878.96 | 285,111.18 | 1,295.76 | 398.62 | NA | NA | NA | … | … | 2.13 | -9.73 | 0.08 | 4.63 | 8.05 | 0.80 | 6.26 | 0.04 | 1.76 |
| Sharpe Ratio | NA | -1.01 | -0.95 | 0.05 | NA | NA | NA | … | … | -0.24 | -2.46 | 0.03 | 0.53 | 3.09 | -0.27 | 2.35 | -0.06 | 1.06 |
| Standard Deviation(%) | NA | 4.07 | 3.25 | 4.59 | NA | NA | NA | … | … | 3.30 | 4.54 | 1.72 | 8.26 | 2.15 | 1.99 | 2.41 | 2.94 | 2.15 |
| Draw Down(%) | NA | 8.18 | 15.25 | 15.25 | NA | NA | NA | … | … | 2.99 | 14.74 | 2.39 | 12.52 | 1.59 | 2.00 | 1.37 | 6.40 | 2.19 |
| Yield(%) | 0.29 | 2.65 | 2.23 | 2.59 | 2.02 | 1.35 | 1.01 | … | … | 101.38 | 2.17 | 2.14 | 2.47 | 3.00 | 2.71 | 2.55 | 2.07 | 1.05 |
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 |
|---|---|---|---|---|
| CONZX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS Z) |
-2.91%
Oct 2019 – Oct 2022 |
0.08%
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 |
|---|---|---|---|---|
| CONZX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS Z) |
5.93%
Feb 2017 – Feb 2020 |
4.49%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart