Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSVAX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS A) | 15.84% | 5.04% | 11.85% | 7.10% | 4.64% | 6.20% | 4.83% | 6.67% |
Data as of 07/11/2025, AR inception is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVAX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS A) | 11/05/2002 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 5.04 | 11.85 | 7.10 | 4.64 | 6.20 | 4.83 | 6.67 | 15.84 | -2.09 | 17.01 | -15.09 | 6.17 | 3.54 | 24.12 | -13.18 | 19.84 | 5.66 | -6.85 | 0.11 | 20.08 | 16.88 | -9.10 | 17.03 | 36.63 | -41.66 | 14.62 | 14.30 | 7.09 | 15.45 | 36.12 | 0.15 |
| Sharpe Ratio | NA | 0.11 | 0.55 | 0.32 | 0.20 | NA | NA | 0.29 | 1.62 | -0.63 | 1.03 | -0.80 | 0.43 | 0.11 | 2.31 | -1.13 | 3.03 | 0.39 | -0.47 | 0.01 | 1.92 | 1.37 | -0.35 | 0.81 | 1.21 | -1.02 | 0.69 | 1.09 | 0.62 | 1.48 | 2.40 | 0.01 |
| Standard Deviation(%) | NA | 17.35 | 15.45 | 15.90 | 16.51 | NA | NA | 18.54 | 18.33 | 13.67 | 12.46 | 20.68 | 14.36 | 30.70 | 9.82 | 12.88 | 6.37 | 14.13 | 14.75 | 9.70 | 10.43 | 12.39 | 26.40 | 20.99 | 30.08 | 41.66 | 16.88 | 10.18 | 7.95 | 9.77 | 14.76 | 21.85 |
| Draw Down(%) | NA | 16.60 | 16.60 | 32.44 | 33.52 | NA | NA | 55.48 | 13.28 | 13.20 | 9.89 | 29.25 | 10.50 | 33.52 | 6.78 | 21.06 | 3.34 | 9.26 | 15.58 | 10.07 | 7.66 | 10.74 | 27.03 | 17.24 | 24.10 | 52.15 | 10.17 | 9.65 | 6.16 | 7.15 | 14.40 | 6.45 |
| Yield(%) | 0.00 | 1.53 | 2.33 | 2.12 | 2.68 | 4.65 | 4.26 | 6.25 | 0.49 | 2.28 | 2.76 | 1.40 | 2.28 | 1.40 | 3.88 | 4.31 | 3.14 | 3.41 | 2.67 | 13.20 | 7.32 | 9.73 | 0.27 | 0.00 | 0.62 | 0.27 | 11.42 | 13.64 | 8.25 | 1.38 | 0.52 | 0.00 |
Data as of 07/11/2025, AR inception is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVAX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS A) |
-14.10%
Feb 2006 - Feb 2009 |
-4.95%
Feb 2004 - Feb 2009 |
2.19%
Sep 2012 - Sep 2022 |
1.31%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVAX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS A) |
23.38%
Feb 2009 - Feb 2012 |
19.17%
Feb 2009 - Feb 2014 |
10.38%
Feb 2009 - Feb 2019 |
8.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart