Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CREYX (Columbia Real Estate Equity Class Y) | 13.68% | 14.40% | 10.84% | 5.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CREYX (Columbia Real Estate Equity Class Y) | 03/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 14.40 | 10.84 | 5.18 | NA | NA | NA | … | … | 13.68 | 0.23 | 7.66 | 16.31 | -24.97 | 42.18 | -3.28 | 28.58 | -7.07 | 2.77 |
| Sharpe Ratio | NA | 0.87 | 0.50 | 0.17 | NA | NA | NA | … | … | 2.50 | -0.15 | 0.25 | 0.63 | -1.06 | 2.78 | -0.08 | 2.19 | -0.52 | 0.27 |
| Standard Deviation(%) | NA | 13.67 | 17.05 | 19.07 | NA | NA | NA | … | … | 13.99 | 17.82 | 16.00 | 20.20 | 24.91 | 15.17 | 42.18 | 12.40 | 16.21 | 9.59 |
| Draw Down(%) | NA | 7.91 | 19.82 | 31.16 | NA | NA | NA | … | … | 7.91 | 16.14 | 10.78 | 18.88 | 31.16 | 8.43 | 41.40 | 5.49 | 14.53 | 4.65 |
| Yield(%) | 0.00 | 5.99 | 13.21 | 9.02 | 7.88 | 5.25 | 3.94 | … | … | 0.00 | 6.02 | 9.80 | 28.21 | 4.34 | 8.95 | 6.90 | 14.16 | 7.25 | 13.85 |
Data as of 06/04/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREYX (Columbia Real Estate Equity Class Y) |
-2.06%
Dec 2021 – Dec 2024 |
3.59%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREYX (Columbia Real Estate Equity Class Y) |
20.92%
Dec 2018 – Dec 2021 |
10.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart