Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CORRX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R4) | NA | 30.63% | 11.54% | 16.05% | 12.81% | NA | NA | 14.29% |
Data as of 11/25/2024, AR inception is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CORRX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R4) | 11/09/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 30.63 | 11.54 | 16.05 | 12.81 | NA | NA | 14.29 | 24.37 | 32.07 | -18.63 | 24.19 | 22.22 | 32.95 | -8.91 | 21.73 | 8.61 | 3.09 | 12.78 | 27.61 | 3.09 |
| Sharpe Ratio | NA | 1.94 | 0.37 | 0.64 | 0.63 | NA | NA | 0.76 | 1.61 | 2.10 | -0.83 | 1.77 | 0.65 | 2.50 | -0.60 | 3.03 | 0.63 | 0.19 | 1.09 | 2.12 | 2.04 |
| Standard Deviation(%) | NA | 12.28 | 17.75 | 21.23 | 17.89 | NA | NA | 17.06 | 12.60 | 13.38 | 24.17 | 13.69 | 33.90 | 12.63 | 17.10 | 7.00 | 13.40 | 15.81 | 11.70 | 13.04 | 12.39 |
| Draw Down(%) | NA | 8.85 | 24.29 | 32.42 | 32.42 | NA | NA | 32.42 | 8.85 | 9.38 | 24.29 | 5.37 | 32.42 | 7.03 | 20.26 | 2.19 | 10.33 | 12.25 | 8.11 | 7.17 | 2.72 |
| Yield(%) | 0.00 | 3.06 | 7.27 | 8.60 | 8.01 | 7.95 | 5.96 | 9.94 | 0.00 | 3.86 | 7.58 | 14.84 | 8.47 | 7.19 | 8.22 | 6.55 | 1.78 | 5.63 | 7.60 | 0.00 | 0.00 |
Data as of 11/25/2024, AR inception is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORRX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R4) |
4.13%
Mar 2017 - Mar 2020 |
5.93%
Mar 2015 - Mar 2020 |
10.22%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORRX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS R4) |
26.37%
Dec 2018 - Dec 2021 |
17.71%
Oct 2016 - Oct 2021 |
12.99%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart