Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSSBX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS B) | NA | 25.17% | 9.57% | 13.26% | 6.71% | 8.76% | 6.95% | … | … |
Data as of 08/04/2017, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSSBX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS B) | 06/21/1996 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 25.17 | 9.57 | 13.26 | 6.71 | 8.76 | 6.95 | … | … | 4.34 | 31.33 | -7.20 | 2.07 | 32.87 | 10.25 | -6.92 | 24.92 | 23.52 | -28.77 | -3.35 | 18.38 | 4.43 | 21.97 | 38.39 | -22.32 | 5.92 | 18.10 | 3.36 | -6.88 | 22.96 | 6.96 |
| Sharpe Ratio | NA | 1.60 | 0.55 | 0.84 | 0.25 | NA | NA | … | … | 0.46 | 1.60 | -0.44 | 0.14 | 2.41 | 0.62 | -0.22 | 1.04 | 0.62 | -0.68 | -0.32 | 0.95 | 0.15 | 1.42 | 2.38 | -0.91 | 0.20 | 0.66 | 0.01 | -0.46 | -2.38 | 0.74 |
| Standard Deviation(%) | NA | 15.46 | 17.02 | 15.76 | 25.96 | NA | NA | … | … | 14.99 | 19.37 | 16.25 | 14.29 | 13.64 | 16.65 | 32.08 | 23.81 | 37.75 | 43.79 | 19.79 | 15.90 | 15.02 | 14.76 | 15.84 | 25.78 | 17.94 | 21.27 | 14.09 | 22.10 | 13.52 | 13.72 |
| Draw Down(%) | NA | 7.57 | 23.72 | 23.72 | 56.31 | NA | NA | … | … | 6.70 | 13.51 | 14.38 | 13.07 | 5.29 | 13.51 | 28.05 | 18.25 | 34.91 | 46.13 | 14.38 | 12.81 | 10.18 | 10.76 | 13.54 | 34.87 | 20.87 | 9.32 | 18.58 | 42.80 | 9.50 | 11.03 |
| Yield(%) | 0.00 | 21.51 | 17.14 | 17.03 | 8.85 | 10.80 | 8.31 | … | … | 10.63 | 19.71 | 14.61 | 18.18 | 21.52 | 5.15 | 7.30 | 1.10 | 0.27 | 5.41 | 10.04 | 9.21 | 5.20 | 9.74 | 3.98 | 0.00 | 6.48 | 4.83 | 0.00 | 0.00 | 7.82 | 3.81 |
Data as of 08/04/2017, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSSBX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS B) |
-16.49%
Feb 2006 – Feb 2009 |
-5.36%
Mar 1998 – Mar 2003 |
2.41%
Feb 1999 – Feb 2009 |
4.73%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSSBX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS B) |
29.16%
Mar 2003 – Mar 2006 |
22.29%
Feb 2009 – Feb 2014 |
10.51%
Mar 2003 – Mar 2013 |
8.93%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart