Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRECX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS C) | NA | -0.99% | -0.79% | 3.05% | 4.52% | 9.78% | 6.04% | … | … |
Data as of 04/19/2024, Common starting date is 10/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRECX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS C) | 10/14/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.18 | -0.99 | -0.79 | 3.05 | 4.52 | 9.78 | 6.04 | … | … | -9.33 | 14.98 | -25.83 | 40.56 | -4.46 | 27.13 | -8.21 | 4.03 | 4.19 | 3.55 | 28.12 | -1.04 | 16.07 | 5.78 | 25.02 | 26.08 | -35.14 | -17.58 | 32.59 | 6.11 | 29.74 | 6.10 |
| Sharpe Ratio | NA | -0.25 | -0.15 | 0.05 | 0.17 | NA | NA | … | … | -1.73 | 0.53 | -1.09 | 2.68 | -0.11 | 2.09 | -0.59 | 0.35 | 0.24 | 0.21 | 2.46 | -0.07 | 1.16 | 0.20 | 0.95 | 0.42 | -0.52 | -0.79 | 2.00 | 0.28 | 1.89 | 3.43 |
| Standard Deviation(%) | NA | 18.85 | 20.72 | 25.49 | 20.77 | NA | NA | … | … | 18.14 | 20.26 | 24.94 | 15.15 | 42.16 | 12.31 | 16.22 | 9.84 | 16.65 | 17.15 | 11.42 | 15.61 | 13.97 | 29.38 | 26.37 | 61.96 | 69.51 | 26.01 | 14.72 | 14.10 | 15.26 | 9.12 |
| Draw Down(%) | NA | 17.44 | 32.00 | 41.47 | 41.47 | NA | NA | … | … | 10.89 | 19.48 | 31.77 | 8.50 | 41.47 | 5.72 | 14.84 | 5.83 | 15.44 | 16.09 | 7.49 | 19.07 | 9.85 | 22.62 | 16.49 | 39.76 | 60.06 | 28.93 | 8.49 | 11.54 | 16.51 | 3.39 |
| Yield(%) | 0.00 | 25.66 | 11.14 | 10.06 | 8.36 | 14.34 | 8.08 | … | … | 0.00 | 27.35 | 3.42 | 7.64 | 5.90 | 12.85 | 6.19 | 12.82 | 3.81 | 7.17 | 5.07 | 8.37 | 2.87 | 3.27 | 1.77 | 3.70 | 2.55 | 38.08 | 21.28 | 14.59 | 13.61 | 1.25 |
Data as of 04/19/2024, Common starting date is 10/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRECX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS C) |
-23.14%
Feb 2006 – Feb 2009 |
-8.64%
Feb 2004 – Feb 2009 |
2.72%
Jan 2007 – Jan 2017 |
3.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRECX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS C) |
36.36%
Feb 2009 – Feb 2012 |
24.72%
Feb 2009 – Feb 2014 |
15.27%
Feb 2009 – Feb 2019 |
11.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart