Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRSRX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R) | NA | -0.40% | -0.22% | 3.61% | 5.06% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRSRX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R) | 09/28/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.08 | -0.40 | -0.22 | 3.61 | 5.06 | NA | NA | … | … | -9.15 | 15.59 | -25.47 | 41.34 | -3.90 | 27.77 | -7.78 | 4.81 | 4.34 | 4.06 | 28.78 | -0.63 | 16.74 | 6.05 | 5.00 |
| Sharpe Ratio | NA | -0.22 | -0.12 | 0.07 | 0.19 | NA | NA | … | … | -1.73 | 0.57 | -1.08 | 2.73 | -0.10 | 2.14 | -0.56 | 0.43 | 0.25 | 0.23 | 2.51 | -0.04 | 1.20 | 0.20 | 1.20 |
| Standard Deviation(%) | NA | 18.74 | 20.65 | 25.45 | 20.74 | NA | NA | … | … | 17.92 | 20.23 | 24.88 | 15.11 | 42.12 | 12.33 | 16.25 | 9.85 | 16.55 | 17.17 | 11.45 | 15.63 | 14.00 | 29.36 | 16.97 |
| Draw Down(%) | NA | 17.28 | 31.53 | 41.44 | 41.44 | NA | NA | … | … | 10.73 | 19.12 | 31.53 | 8.46 | 41.44 | 5.60 | 14.71 | 5.83 | 15.65 | 15.92 | 7.43 | 19.02 | 9.73 | 22.62 | 8.70 |
| Yield(%) | 0.00 | 26.07 | 11.61 | 10.53 | 8.82 | 8.48 | 6.36 | … | … | 0.00 | 27.92 | 3.84 | 8.25 | 6.37 | 13.46 | 6.67 | 13.60 | 3.92 | 7.67 | 5.64 | 8.90 | 3.43 | 3.59 | 0.00 |
Data as of 04/19/2024, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRSRX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R) |
-1.72%
Mar 2017 – Mar 2020 |
0.07%
Mar 2015 – Mar 2020 |
4.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRSRX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R) |
20.17%
Dec 2018 – Dec 2021 |
14.18%
Sep 2011 – Sep 2016 |
10.53%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart