Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) | 13.46% | 14.14% | 10.63% | 4.99% | 6.28% | 7.68% | 6.35% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) | 06/28/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 14.14 | 10.63 | 4.99 | 6.28 | 7.68 | 6.35 | … | … | 13.46 | 0.19 | 7.40 | 16.21 | -25.10 | 41.91 | -3.54 | 28.39 | -7.20 | 5.33 | 5.21 | 4.62 | 29.43 | -0.07 | 17.28 | 6.75 | 26.29 | 27.26 | -34.45 | -16.69 | 33.87 | 7.20 | 31.16 | 35.48 | 2.62 | 5.44 | 28.78 | -2.62 | -15.65 | 29.89 | 37.94 | 13.34 | -1.00 |
| Sharpe Ratio | NA | 0.86 | 0.49 | 0.16 | 0.22 | NA | NA | … | … | 2.49 | -0.15 | 0.24 | 0.63 | -1.07 | 2.77 | -0.09 | 2.18 | -0.53 | 0.48 | 0.30 | 0.27 | 2.58 | -0.01 | 1.24 | 0.23 | 0.99 | 0.44 | -0.51 | -0.76 | 2.08 | 0.35 | 1.98 | 3.04 | 0.11 | 0.27 | 2.21 | -0.59 | -1.19 | 2.63 | 5.55 | 1.43 | -0.65 |
| Standard Deviation(%) | NA | 13.55 | 17.03 | 19.03 | 20.86 | NA | NA | … | … | 13.93 | 17.69 | 16.05 | 20.23 | 24.87 | 15.10 | 42.21 | 12.36 | 16.22 | 9.87 | 16.62 | 17.18 | 11.41 | 15.63 | 13.97 | 29.35 | 26.33 | 61.97 | 69.65 | 26.06 | 14.71 | 14.11 | 15.27 | 11.44 | 13.77 | 11.22 | 11.09 | 10.13 | 16.07 | 9.92 | 6.12 | 6.52 | 8.45 |
| Draw Down(%) | NA | 7.94 | 19.89 | 31.25 | 41.42 | NA | NA | … | … | 7.94 | 16.10 | 10.81 | 18.87 | 31.25 | 8.37 | 41.42 | 5.52 | 14.56 | 5.81 | 15.22 | 15.61 | 7.34 | 18.90 | 9.72 | 22.58 | 16.31 | 39.67 | 60.02 | 28.32 | 8.37 | 11.33 | 16.41 | 6.60 | 18.98 | 14.91 | 8.74 | 17.74 | 25.01 | 7.20 | 4.76 | 4.22 | 10.43 |
| Yield(%) | 0.00 | 5.93 | 13.23 | 8.98 | 8.15 | 8.81 | 6.37 | … | … | 0.00 | 5.96 | 9.78 | 28.34 | 4.24 | 8.82 | 6.79 | 14.01 | 7.12 | 14.06 | 4.85 | 8.13 | 6.20 | 9.40 | 3.97 | 4.25 | 2.88 | 4.67 | 3.48 | 38.75 | 22.41 | 15.60 | 14.70 | 4.80 | 3.88 | 4.45 | 5.57 | 5.15 | 4.03 | 8.22 | 9.69 | 4.57 | 2.57 |
Data as of 06/04/2026, Common starting date is 06/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) |
-22.36%
Feb 2006 – Feb 2009 |
-7.71%
Feb 2004 – Feb 2009 |
2.96%
Feb 1999 – Feb 2009 |
4.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) |
37.68%
Feb 2009 – Feb 2012 |
25.97%
Feb 2009 – Feb 2014 |
16.45%
Feb 2009 – Feb 2019 |
12.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart