Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVBX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS B) | NA | 16.19% | 7.57% | 12.82% | 6.72% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVBX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS B) | 11/16/2005 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 16.19 | 7.57 | 12.82 | 6.72 | NA | NA | … | … | 0.82 | 22.47 | -3.90 | 3.57 | 38.77 | 13.36 | -3.37 | 24.65 | 23.94 | -34.31 | 1.97 | 15.85 | 3.19 |
| Sharpe Ratio | NA | 1.03 | 0.46 | 0.83 | 0.25 | NA | NA | … | … | 0.06 | 1.21 | -0.26 | 0.24 | 2.63 | 0.79 | -0.11 | 0.95 | 0.64 | -0.78 | -0.05 | 0.80 | 2.13 |
| Standard Deviation(%) | NA | 15.30 | 16.04 | 15.50 | 26.28 | NA | NA | … | … | 13.71 | 18.33 | 15.38 | 14.78 | 14.73 | 16.97 | 32.01 | 25.79 | 37.44 | 45.11 | 19.67 | 15.73 | 12.91 |
| Draw Down(%) | NA | 6.98 | 22.00 | 22.00 | 59.65 | NA | NA | … | … | 6.98 | 13.25 | 13.16 | 12.58 | 5.60 | 12.61 | 30.77 | 22.02 | 34.03 | 49.19 | 12.89 | 13.62 | 2.75 |
| Yield(%) | 0.00 | 11.59 | 9.77 | 11.66 | 6.21 | 5.31 | 3.98 | … | … | 5.77 | 6.66 | 11.87 | 10.02 | 14.15 | 2.71 | 0.00 | 0.27 | 0.00 | 0.28 | 3.43 | 7.48 | 6.31 |
Data as of 08/04/2017, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVBX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS B) |
-18.12%
Feb 2006 – Feb 2009 |
-2.03%
Sep 2006 – Sep 2011 |
4.59%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVBX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS B) |
28.38%
Feb 2009 – Feb 2012 |
25.46%
Feb 2009 – Feb 2014 |
6.75%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart