Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGRX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY CLASS R) | NA | 6.23% | 1.07% | 5.18% | 3.80% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGRX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY 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 (%) | -1.88 | 6.23 | 1.07 | 5.18 | 3.80 | NA | NA | … | … | -0.19 | 17.86 | -15.34 | 13.24 | 5.31 | 23.78 | -13.35 | 19.56 | 4.76 | -7.10 | -0.17 | 19.73 | 16.61 | -9.30 | 11.78 |
| Sharpe Ratio | NA | 0.21 | -0.08 | 0.19 | 0.18 | NA | NA | … | … | -0.40 | 1.10 | -0.81 | 1.07 | 0.16 | 2.27 | -1.14 | 2.95 | 0.32 | -0.48 | -0.02 | 1.89 | 1.35 | -0.35 | 3.69 |
| Standard Deviation(%) | NA | 11.56 | 15.52 | 18.88 | 15.79 | NA | NA | … | … | 10.76 | 12.48 | 20.73 | 12.33 | 30.69 | 9.84 | 12.86 | 6.44 | 14.07 | 14.74 | 9.70 | 10.43 | 12.40 | 26.43 | 14.33 |
| Draw Down(%) | NA | 9.94 | 29.36 | 33.57 | 33.57 | NA | NA | … | … | 4.60 | 9.94 | 29.36 | 7.29 | 33.57 | 6.84 | 21.28 | 3.40 | 9.33 | 15.65 | 10.14 | 7.64 | 10.80 | 27.17 | 4.30 |
| Yield(%) | 0.00 | 3.13 | 4.09 | 4.12 | 4.06 | 4.54 | 3.41 | … | … | 0.34 | 3.56 | 1.19 | 8.85 | 3.19 | 3.60 | 4.08 | 2.87 | 2.57 | 2.43 | 12.96 | 7.05 | 9.46 | 0.03 | 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 |
|---|---|---|---|---|
| CSGRX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY CLASS R) |
-2.56%
Sep 2019 – Sep 2022 |
-0.60%
Sep 2017 – Sep 2022 |
2.75%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGRX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY CLASS R) |
16.33%
Sep 2011 – Sep 2014 |
9.08%
May 2016 – May 2021 |
7.89%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart