Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) | -0.40% | -1.68% | 4.84% | 3.64% | 3.69% | NA | NA | 6.38% |
Data as of 07/11/2025, AR inception is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) | 11/09/2012 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | -1.68 | 4.84 | 3.64 | 3.69 | NA | NA | 6.38 | -0.40 | 4.06 | 8.86 | -21.24 | 6.59 | 3.79 | 26.56 | -11.39 | 15.96 | 21.01 | -2.34 | 7.78 | 27.59 | 1.10 |
| Sharpe Ratio | NA | -0.07 | 0.08 | 0.07 | 0.11 | NA | NA | 0.24 | -0.10 | -0.14 | 0.26 | -0.85 | 0.31 | 0.08 | 1.75 | -0.79 | 1.60 | 1.13 | -0.16 | 0.59 | 2.02 | 0.47 |
| Standard Deviation(%) | NA | 23.18 | 20.75 | 21.63 | 22.23 | NA | NA | 20.70 | 26.18 | 17.53 | 18.11 | 26.79 | 20.89 | 41.92 | 14.39 | 16.18 | 9.61 | 18.42 | 14.96 | 13.22 | 13.62 | 18.04 |
| Draw Down(%) | NA | 28.50 | 28.50 | 35.55 | 42.09 | NA | NA | 42.09 | 21.97 | 13.65 | 16.19 | 26.31 | 17.28 | 42.09 | 8.50 | 23.20 | 5.48 | 11.27 | 12.61 | 10.74 | 7.27 | 5.09 |
| Yield(%) | 0.00 | 1.18 | 1.44 | 1.44 | 4.27 | 4.48 | 3.36 | 5.60 | 0.00 | 1.49 | 1.44 | 1.13 | 1.12 | 1.19 | 7.12 | 8.01 | 8.11 | 8.98 | 8.89 | 4.79 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) |
-7.32%
Apr 2021 - Apr 2024 |
-1.63%
Sep 2018 - Sep 2023 |
2.98%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) |
15.57%
Sep 2015 - Sep 2018 |
13.51%
Dec 2012 - Dec 2017 |
6.49%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart