Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPHPX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Y) | NA | -13.38% | -2.07% | 0.64% | NA | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPHPX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Y) | 06/17/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | -13.38 | -2.07 | 0.64 | NA | NA | NA | … | … | -17.41 | 23.99 | -16.50 | 13.17 | 17.66 | -5.99 | 6.99 | 13.04 |
| Sharpe Ratio | NA | -0.35 | -0.12 | -0.01 | NA | NA | NA | … | … | -0.57 | 1.61 | -1.07 | 1.13 | 1.03 | -0.39 | 0.49 | 2.02 |
| Standard Deviation(%) | NA | 40.24 | 26.06 | 22.59 | NA | NA | NA | … | … | 53.97 | 14.07 | 16.61 | 11.19 | 16.80 | 15.51 | 14.17 | 12.51 |
| Draw Down(%) | NA | 43.04 | 43.14 | 43.14 | NA | NA | NA | … | … | 43.04 | 8.99 | 25.12 | 5.90 | 14.49 | 14.79 | 12.61 | 5.12 |
| Yield(%) | 0.00 | 4.30 | 6.95 | 5.47 | 5.22 | 3.48 | 2.61 | … | … | 0.00 | 5.07 | 7.34 | 9.76 | 0.70 | 5.56 | 15.81 | 9.30 |
Data as of 07/10/2020, Common starting date is 06/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPHPX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Y) |
-8.35%
Mar 2017 – Mar 2020 |
-3.44%
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 |
|---|---|---|---|---|
| CPHPX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Y) |
12.11%
Feb 2016 – Feb 2019 |
9.54%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart