Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CQURX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R5) | NA | 28.19% | 8.11% | 14.57% | 14.43% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CQURX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R5) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.98 | 28.19 | 8.11 | 14.57 | 14.43 | NA | NA | … | … | 5.01 | 41.18 | -27.69 | 29.86 | 28.63 | 30.99 | -3.58 | 29.67 | 5.49 | 7.37 | 16.72 | 11.10 | -8.30 |
| Sharpe Ratio | NA | 1.61 | 0.27 | 0.54 | 0.68 | NA | NA | … | … | 0.87 | 2.34 | -0.97 | 1.79 | 0.81 | 1.98 | -0.25 | 3.72 | 0.39 | 0.47 | 1.33 | 0.47 | -1.50 |
| Standard Deviation(%) | NA | 15.14 | 21.54 | 24.04 | 19.82 | NA | NA | … | … | 16.09 | 15.93 | 29.95 | 16.67 | 35.04 | 14.90 | 19.53 | 7.84 | 13.52 | 15.64 | 12.55 | 23.34 | 32.33 |
| Draw Down(%) | NA | 11.07 | 30.79 | 31.88 | 31.88 | NA | NA | … | … | 6.72 | 11.07 | 30.32 | 8.52 | 31.88 | 9.75 | 21.72 | 2.20 | 12.78 | 11.34 | 8.64 | 18.49 | 13.09 |
| Yield(%) | 0.00 | 6.17 | 11.34 | 13.21 | 13.39 | 9.16 | 6.87 | … | … | 0.00 | 7.20 | 7.42 | 25.14 | 13.70 | 11.40 | 12.53 | 15.04 | 6.37 | 12.83 | 12.74 | 0.00 | 0.00 |
Data as of 04/19/2024, 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 |
|---|---|---|---|---|
| CQURX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R5) |
3.22%
Nov 2013 – Nov 2016 |
8.21%
Mar 2015 – Mar 2020 |
10.70%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CQURX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R5) |
29.82%
Dec 2018 – Dec 2021 |
22.29%
Dec 2016 – Dec 2021 |
15.17%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart