Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVBX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS B) | NA | 11.01% | 0.99% | 5.62% | 2.71% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVBX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS B) | 11/05/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 11.01 | 0.99 | 5.62 | 2.71 | NA | NA | … | … | 10.89 | 4.79 | -7.52 | -0.71 | 19.12 | 16.07 | -9.81 | 16.15 | 35.64 | -42.04 | 13.61 | 13.51 | 6.28 | 14.53 | 35.11 | -0.08 |
| Sharpe Ratio | NA | 1.30 | 0.06 | 0.47 | 0.12 | NA | NA | … | … | 2.73 | 0.32 | -0.51 | -0.08 | 1.83 | 1.30 | -0.37 | 0.77 | 1.18 | -1.03 | 0.63 | 1.01 | 0.52 | 1.40 | 2.33 | -0.06 |
| Standard Deviation(%) | NA | 8.14 | 12.85 | 11.79 | 22.06 | NA | NA | … | … | 6.80 | 14.14 | 14.73 | 9.65 | 10.45 | 12.39 | 26.36 | 20.97 | 30.07 | 41.71 | 16.89 | 10.15 | 7.95 | 9.73 | 14.75 | 21.80 |
| Draw Down(%) | NA | 6.20 | 21.12 | 22.07 | 55.95 | NA | NA | … | … | 1.93 | 9.39 | 15.84 | 10.23 | 7.70 | 10.88 | 27.27 | 17.39 | 24.24 | 52.44 | 10.19 | 9.68 | 6.29 | 7.26 | 14.58 | 6.53 |
| Yield(%) | 0.00 | 2.69 | 5.41 | 6.75 | 4.10 | 6.56 | 4.92 | … | … | 0.95 | 2.80 | 2.05 | 13.11 | 6.84 | 9.33 | 0.00 | 0.00 | 0.10 | 0.00 | 11.31 | 13.36 | 7.65 | 1.24 | 0.00 | 0.00 |
Data as of 08/04/2017, Common starting date is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVBX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS B) |
-14.76%
Feb 2006 – Feb 2009 |
-5.68%
Feb 2004 – Feb 2009 |
2.14%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVBX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS B) |
22.50%
Feb 2009 – Feb 2012 |
18.28%
Feb 2009 – Feb 2014 |
8.60%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart