Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CREAX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A) | -0.45% | 4.71% | 4.19% | 7.23% | 5.66% | 7.54% | 5.92% | 8.62% |
Data as of 07/25/2025, AR inception is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CREAX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A) | 11/05/2002 | 07/25/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 4.71 | 4.19 | 7.23 | 5.66 | 7.54 | 5.92 | 8.62 | -0.45 | 7.18 | 15.85 | -25.30 | 41.59 | -3.74 | 28.06 | -7.45 | 4.81 | 4.96 | 4.36 | 29.07 | -0.32 | 16.92 | 6.60 | 26.04 | 26.89 | -34.60 | -16.93 | 33.55 | 6.91 | 30.77 | 34.93 | 2.53 |
| Sharpe Ratio | NA | 0.08 | 0.04 | 0.27 | 0.20 | NA | NA | 0.26 | -0.19 | 0.04 | 0.58 | -1.08 | 2.74 | -0.09 | 2.15 | -0.54 | 0.43 | 0.29 | 0.25 | 2.55 | -0.02 | 1.21 | 0.22 | 0.99 | 0.43 | -0.51 | -0.77 | 2.07 | 0.34 | 1.95 | 3.00 | 1.61 |
| Standard Deviation(%) | NA | 18.40 | 19.94 | 19.62 | 21.16 | NA | NA | 27.30 | 20.39 | 16.08 | 20.26 | 24.90 | 15.15 | 42.21 | 12.38 | 16.25 | 9.86 | 16.67 | 17.22 | 11.41 | 15.60 | 14.00 | 29.33 | 26.32 | 62.12 | 69.59 | 26.02 | 14.71 | 14.10 | 15.28 | 11.42 | 10.67 |
| Draw Down(%) | NA | 19.94 | 22.61 | 31.41 | 41.46 | NA | NA | 70.94 | 16.08 | 10.83 | 19.01 | 31.41 | 8.39 | 41.46 | 5.60 | 14.64 | 5.82 | 15.26 | 15.75 | 7.42 | 18.93 | 9.72 | 22.60 | 16.32 | 39.71 | 60.03 | 28.49 | 8.36 | 11.38 | 16.45 | 6.60 | 2.23 |
| Yield(%) | 0.00 | 9.12 | 11.82 | 11.12 | 8.57 | 9.67 | 6.58 | 10.99 | 1.83 | 9.55 | 28.15 | 4.05 | 8.55 | 6.59 | 13.74 | 6.90 | 13.58 | 4.60 | 7.90 | 5.93 | 9.15 | 3.69 | 4.03 | 2.60 | 4.45 | 3.26 | 38.61 | 22.14 | 15.35 | 14.44 | 4.29 | 0.00 |
Data as of 07/25/2025, AR inception is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREAX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A) |
-22.55%
Feb 2006 - Feb 2009 |
-7.94%
Feb 2004 - Feb 2009 |
3.49%
Jan 2007 - Jan 2017 |
4.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREAX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS A) |
37.38%
Feb 2009 - Feb 2012 |
25.67%
Feb 2009 - Feb 2014 |
16.14%
Feb 2009 - Feb 2019 |
12.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart