Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) | 6.37% | -5.60% | -21.91% | -6.21% | 4.71% | 1.32% | 5.60% | 5.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) | 12/26/2002 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 12/26/2002.
AR inception is since 12/26/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | -21.91 | -6.21 | 4.71 | 1.32 | 5.60 | 5.07 | 6.37 | -5.60 | -13.48 | 7.37 | -18.83 | 17.25 | 9.31 | 20.40 | -17.70 | 10.53 | 23.62 | -3.03 | 4.32 | 39.85 | 14.24 | -2.70 | 25.72 | 24.94 | -33.79 | 2.68 | 16.76 | 3.41 | 11.53 | 40.42 | -0.89 |
| Sharpe Ratio | NA | -0.94 | -0.43 | 0.13 | -0.01 | NA | NA | 0.21 | -0.58 | -0.75 | 0.16 | -0.80 | 0.70 | 0.20 | 1.21 | -1.11 | 0.78 | 1.28 | -0.20 | 0.29 | 2.70 | 0.84 | -0.09 | 0.99 | 0.66 | -0.77 | -0.02 | 0.86 | 0.09 | 0.60 | 2.46 | -4.15 |
| Standard Deviation(%) | NA | 29.72 | 24.56 | 25.60 | 24.44 | NA | NA | 24.40 | 27.38 | 26.66 | 19.84 | 25.51 | 24.66 | 46.19 | 15.70 | 17.23 | 12.72 | 18.24 | 15.42 | 14.76 | 14.76 | 16.99 | 32.02 | 25.81 | 37.47 | 45.13 | 19.71 | 15.72 | 14.48 | 17.62 | 16.15 | 12.91 |
| Draw Down(%) | NA | 35.40 | 36.24 | 48.10 | 48.53 | NA | NA | 59.42 | 23.08 | 20.08 | 17.94 | 25.96 | 19.28 | 45.29 | 11.88 | 27.00 | 6.86 | 13.22 | 12.99 | 12.39 | 5.54 | 12.48 | 30.52 | 21.85 | 33.93 | 49.00 | 12.55 | 13.47 | 9.87 | 17.22 | 13.51 | 1.37 |
| Yield(%) | 0.00 | 1.64 | 1.14 | 1.19 | 4.15 | 6.73 | 5.99 | 7.85 | 0.00 | 1.72 | 1.48 | 0.29 | 0.17 | 0.36 | 4.04 | 10.76 | 9.40 | 6.24 | 10.97 | 9.59 | 13.75 | 3.26 | 0.14 | 0.52 | 0.56 | 0.83 | 3.65 | 7.45 | 6.49 | 0.00 | 0.20 | 0.19 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) |
-17.48%
Feb 2006 - Feb 2009 |
-7.77%
Feb 2004 - Feb 2009 |
0.84%
Apr 2015 - Apr 2025 |
4.06%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) |
29.38%
Feb 2009 - Feb 2012 |
26.41%
Feb 2009 - Feb 2014 |
15.55%
Feb 2009 - Feb 2019 |
11.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart