Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVCX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS C) | NA | 9.40% | 0.79% | 7.09% | 6.01% | 10.89% | 6.49% | … | … |
Data as of 04/19/2024, Common starting date is 12/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVCX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS C) | 12/26/2002 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.39 | 9.40 | 0.79 | 7.09 | 6.01 | 10.89 | 6.49 | … | … | -1.84 | 12.97 | -14.54 | 32.92 | 8.97 | 19.45 | -18.30 | 9.72 | 22.66 | -3.71 | 3.57 | 38.80 | 13.37 | -3.37 | 24.68 | 23.97 | -34.29 | 1.90 | 15.86 | 2.78 | 10.50 | 39.22 | -0.83 |
| Sharpe Ratio | NA | 0.30 | -0.07 | 0.19 | 0.22 | NA | NA | … | … | -0.55 | 0.45 | -0.64 | 1.43 | 0.19 | 1.14 | -1.14 | 0.72 | 1.22 | -0.24 | 0.24 | 2.63 | 0.79 | -0.11 | 0.95 | 0.64 | -0.78 | -0.06 | 0.80 | 0.04 | 0.54 | 2.39 | -4.12 |
| Standard Deviation(%) | NA | 18.55 | 21.70 | 28.04 | 22.74 | NA | NA | … | … | 17.52 | 19.37 | 24.90 | 23.08 | 46.18 | 15.77 | 17.20 | 12.71 | 18.47 | 15.37 | 14.80 | 14.72 | 16.96 | 31.96 | 25.77 | 37.49 | 45.13 | 19.66 | 15.73 | 14.49 | 17.74 | 16.09 | 12.46 |
| Draw Down(%) | NA | 15.68 | 26.39 | 45.41 | 49.22 | NA | NA | … | … | 6.90 | 16.00 | 23.66 | 11.73 | 45.41 | 12.04 | 27.24 | 6.99 | 13.32 | 13.12 | 12.59 | 5.54 | 12.61 | 30.74 | 21.96 | 33.95 | 49.23 | 12.90 | 13.63 | 10.02 | 17.42 | 13.56 | 1.32 |
| Yield(%) | 0.00 | 7.89 | 8.96 | 7.84 | 7.61 | 13.63 | 7.32 | … | … | 0.00 | 8.05 | 5.86 | 19.38 | 0.45 | 3.72 | 12.16 | 10.33 | 6.67 | 11.88 | 10.03 | 14.16 | 2.71 | 0.00 | 0.27 | 0.00 | 0.28 | 3.44 | 7.49 | 6.39 | 0.00 | 0.00 | 0.01 |
Data as of 04/19/2024, Common starting date is 12/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVCX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS C) |
-18.10%
Feb 2006 – Feb 2009 |
-8.48%
Feb 2004 – Feb 2009 |
4.01%
Mar 2010 – Mar 2020 |
3.28%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVCX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS C) |
28.35%
Feb 2009 – Feb 2012 |
25.44%
Feb 2009 – Feb 2014 |
14.68%
Feb 2009 – Feb 2019 |
12.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart