Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGVX (COLUMBIA SELECT GLOBAL EQUITY FUND ADVISOR CLASS) | NA | 20.13% | -1.40% | 7.24% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGVX (COLUMBIA SELECT GLOBAL EQUITY FUND ADVISOR CLASS) | 03/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 20.13 | -1.40 | 7.24 | NA | NA | NA | … | … | 19.72 | 19.63 | -27.98 | 13.29 | 16.68 | 35.34 | -3.46 |
| Sharpe Ratio | NA | 0.93 | -0.29 | 0.21 | NA | NA | NA | … | … | 1.08 | 1.14 | -1.09 | 0.72 | 0.50 | 2.60 | -0.33 |
| Standard Deviation(%) | NA | 14.18 | 20.35 | 22.41 | NA | NA | NA | … | … | 13.92 | 13.55 | 27.14 | 18.51 | 32.61 | 13.05 | 16.83 |
| Draw Down(%) | NA | 10.25 | 40.36 | 40.92 | NA | NA | NA | … | … | 10.25 | 10.47 | 34.07 | 13.77 | 29.76 | 6.15 | 16.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.58 | 1.31 | 0.87 | 0.65 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.83 | 9.75 |
Data as of 11/25/2024, Common starting date is 03/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGVX (COLUMBIA SELECT GLOBAL EQUITY FUND ADVISOR CLASS) |
-3.19%
Sep 2020 – Sep 2023 |
4.74%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGVX (COLUMBIA SELECT GLOBAL EQUITY FUND ADVISOR CLASS) |
23.24%
Oct 2018 – Oct 2021 |
9.04%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart