Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COUIX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS R5) | NA | 6.85% | 5.15% | NA | NA | NA | NA | … | … |
Data as of 09/10/2018, Common starting date is 06/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COUIX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS R5) | 06/27/2014 | 09/10/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.85 | 5.15 | NA | NA | NA | NA | … | … | 6.33 | -3.82 | 2.33 | 24.31 | 1.53 |
| Sharpe Ratio | NA | 0.70 | 0.44 | NA | NA | NA | NA | … | … | 0.92 | -0.41 | 0.21 | 1.32 | 0.34 |
| Standard Deviation(%) | NA | 9.65 | 10.46 | NA | NA | NA | NA | … | … | 8.79 | 11.02 | 10.20 | 18.37 | 8.83 |
| Draw Down(%) | NA | 5.98 | 13.39 | NA | NA | NA | NA | … | … | 5.46 | 13.39 | 4.82 | 10.79 | 4.64 |
| Yield(%) | 3.32 | 3.44 | 6.66 | 4.54 | 2.27 | 1.51 | 1.13 | … | … | 3.41 | 0.00 | 2.81 | 15.67 | 0.00 |
Data as of 09/10/2018, Common starting date is 06/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COUIX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS R5) |
1.64%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COUIX (COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND COLUMBIA ABSOLUTE RETURN CURRENCY AND INCOME FUND CLASS R5) |
8.88%
Jul 2014 – Jul 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart