Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSLEX (Columbia Select Large Cap Grwth Port E) | NA | 20.99% | -0.06% | 13.17% | 11.74% | NA | NA | … | … |
Data as of 09/13/2024, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSLEX (Columbia Select Large Cap Grwth Port E) | 10/23/2013 | 09/13/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.95 | 20.99 | -0.06 | 13.17 | 11.74 | NA | NA | … | … | 9.42 | 39.38 | -32.39 | 9.79 | 47.45 | 37.71 | -5.28 | 35.19 | -8.64 | 7.05 | 10.35 | 6.62 |
| Sharpe Ratio | NA | 0.89 | -0.11 | 0.41 | 0.43 | NA | NA | … | … | 0.47 | 1.99 | -0.90 | 0.51 | 1.31 | 1.90 | -0.28 | 3.08 | -0.43 | 0.36 | 0.56 | 3.33 |
| Standard Deviation(%) | NA | 18.52 | 26.61 | 27.26 | 23.72 | NA | NA | … | … | 19.13 | 17.80 | 37.66 | 19.19 | 35.82 | 19.07 | 23.90 | 11.26 | 20.62 | 19.60 | 18.56 | 12.32 |
| Draw Down(%) | NA | 14.28 | 42.72 | 42.72 | 42.72 | NA | NA | … | … | 14.28 | 12.96 | 37.93 | 11.95 | 32.53 | 11.25 | 26.79 | 3.87 | 25.44 | 16.46 | 13.69 | 5.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/13/2024, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSLEX (Columbia Select Large Cap Grwth Port E) |
-1.42%
Jul 2021 – Jul 2024 |
6.51%
Mar 2015 – Mar 2020 |
11.01%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSLEX (Columbia Select Large Cap Grwth Port E) |
30.63%
Dec 2018 – Dec 2021 |
23.72%
Oct 2016 – Oct 2021 |
12.16%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart