Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPFRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Y) | NA | -13.58% | -4.53% | -1.35% | NA | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPFRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Y) | 11/12/2012 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | -13.58 | -4.53 | -1.35 | NA | NA | NA | … | … | -19.73 | 23.10 | -17.59 | 6.65 | 16.35 | -7.12 | 0.08 | 25.53 | 4.72 |
| Sharpe Ratio | NA | -0.33 | -0.20 | -0.06 | NA | NA | NA | … | … | -0.60 | 1.30 | -1.05 | 0.48 | 0.29 | -0.46 | 0.00 | 1.54 | 2.55 |
| Standard Deviation(%) | NA | 43.17 | 28.28 | 33.72 | NA | NA | NA | … | … | 57.73 | 16.69 | 18.05 | 12.56 | 55.20 | 15.41 | 14.96 | 16.53 | 16.55 |
| Draw Down(%) | NA | 44.99 | 48.08 | 48.08 | NA | NA | NA | … | … | 44.99 | 12.33 | 28.70 | 7.72 | 31.33 | 15.15 | 13.95 | 11.32 | 3.62 |
| Yield(%) | 0.00 | 0.94 | 12.53 | 14.31 | 9.73 | 6.49 | 4.86 | … | … | 0.00 | 2.83 | 20.25 | 17.64 | 36.38 | 29.69 | 7.94 | 0.00 | 0.00 |
Data as of 07/10/2020, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPFRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Y) |
-10.81%
Mar 2017 – Mar 2020 |
-5.65%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPFRX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS Y) |
10.84%
Sep 2015 – Sep 2018 |
7.69%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart