Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSMWX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS T) | NA | -11.01% | 7.86% | NA | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSMWX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS T) | 06/30/2014 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.92 | -11.01 | 7.86 | NA | NA | NA | NA | … | … | -12.94 | 12.79 | 25.88 | -2.48 | 2.24 |
| Sharpe Ratio | NA | -0.66 | 0.43 | NA | NA | NA | NA | … | … | -0.78 | 0.97 | 1.45 | -0.16 | 0.29 |
| Standard Deviation(%) | NA | 18.79 | 16.60 | NA | NA | NA | NA | … | … | 18.99 | 12.54 | 17.62 | 15.95 | 15.22 |
| Draw Down(%) | NA | 25.87 | 25.87 | NA | NA | NA | NA | … | … | 25.87 | 6.66 | 12.43 | 13.40 | 11.86 |
| Yield(%) | 0.00 | 1.79 | 6.68 | 6.29 | 3.14 | 2.10 | 1.57 | … | … | 1.74 | 7.73 | 8.69 | 9.86 | 5.03 |
Data as of 12/14/2018, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMWX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS T) |
8.74%
Aug 2014 – Aug 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMWX (COLUMBIA SMALL CAP INDEX FUND COLUMBIA SMALL CAP INDEX FUND CLASS T) |
18.88%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
