Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSIIX (COLUMBIA SMALL CAP INDEX FUND CLASS I) | NA | 18.59% | 6.38% | 11.90% | NA | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 11/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSIIX (COLUMBIA SMALL CAP INDEX FUND CLASS I) | 11/16/2011 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.17 | 18.59 | 6.38 | 11.90 | NA | NA | NA | … | … | -6.65 | 26.27 | -2.13 | 5.55 | 41.01 | 16.33 | -0.91 |
| Sharpe Ratio | NA | 1.08 | 0.38 | 0.76 | NA | NA | NA | … | … | -1.40 | 1.47 | -0.14 | 0.36 | 2.87 | 0.99 | -0.20 |
| Standard Deviation(%) | NA | 17.00 | 16.67 | 16.22 | NA | NA | NA | … | … | 19.06 | 17.62 | 15.95 | 15.26 | 14.26 | 16.51 | 37.13 |
| Draw Down(%) | NA | 9.41 | 20.16 | 20.16 | NA | NA | NA | … | … | 9.41 | 12.38 | 13.36 | 11.76 | 5.00 | 11.79 | 8.22 |
| Yield(%) | 0.00 | 8.72 | 8.35 | 9.17 | 5.17 | 3.45 | 2.59 | … | … | 0.00 | 8.87 | 10.08 | 8.28 | 7.66 | 7.14 | 0.00 |
Data as of 03/24/2017, Common starting date is 11/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIIX (COLUMBIA SMALL CAP INDEX FUND CLASS I) |
5.92%
Oct 2013 – Oct 2016 |
14.74%
Feb 2012 – Feb 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIIX (COLUMBIA SMALL CAP INDEX FUND CLASS I) |
20.08%
Dec 2011 – Dec 2014 |
16.43%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart