Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSFRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R4) | NA | 29.69% | 4.60% | 14.64% | 12.78% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSFRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R4) | 11/12/2012 | 11/25/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 29.69 | 4.60 | 14.64 | 12.78 | NA | NA | … | … | 21.56 | 31.55 | -29.48 | 20.34 | 40.85 | 36.68 | -4.13 | 27.89 | 1.49 | 3.27 | 3.77 | 5.52 | -10.57 |
| Sharpe Ratio | NA | 1.31 | 0.00 | 0.49 | 0.54 | NA | NA | … | … | 0.95 | 1.74 | -1.03 | 1.15 | 1.13 | 2.30 | -0.26 | 2.97 | 0.08 | 0.19 | 0.21 | 0.22 | -1.25 |
| Standard Deviation(%) | NA | 17.48 | 22.43 | 24.68 | 20.84 | NA | NA | … | … | 18.04 | 15.82 | 29.94 | 17.66 | 35.76 | 15.32 | 21.06 | 9.21 | 15.24 | 16.88 | 17.69 | 24.93 | 46.05 |
| Draw Down(%) | NA | 13.64 | 34.99 | 36.28 | 36.28 | NA | NA | … | … | 13.64 | 11.76 | 34.41 | 9.59 | 30.49 | 8.83 | 23.48 | 3.30 | 15.25 | 15.22 | 10.42 | 20.17 | 15.38 |
| Yield(%) | 0.00 | 0.00 | 9.81 | 13.78 | 11.38 | 7.49 | 5.62 | … | … | 0.00 | 0.00 | 11.08 | 31.50 | 13.11 | 11.03 | 9.54 | 6.75 | 11.38 | 18.22 | 6.94 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSFRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R4) |
-3.22%
Nov 2013 – Nov 2016 |
4.30%
Nov 2013 – Nov 2018 |
7.70%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSFRX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS R4) |
32.32%
Dec 2018 – Dec 2021 |
23.72%
Oct 2016 – Oct 2021 |
12.85%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart