Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSVFX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS Z) | 17.97% | 35.06% | 19.69% | 8.51% | 8.90% | 7.20% | 6.49% | … | … |
Data as of 06/03/2026, Common starting date is 12/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSVFX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS Z) | 12/01/2000 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 35.06 | 19.69 | 8.51 | 8.90 | 7.20 | 6.49 | … | … | 17.97 | 31.32 | 2.36 | 18.44 | -14.91 | 6.46 | 3.81 | 24.47 | -12.96 | 20.14 | 5.90 | -6.58 | 0.36 | 20.38 | 17.20 | -8.89 | 17.25 | 37.14 | -41.56 | 14.88 | 14.58 | 7.39 | 15.69 | 36.45 | -9.28 | 29.77 | 13.26 |
| Sharpe Ratio | NA | 2.17 | 1.12 | 0.37 | 0.44 | NA | NA | … | … | 2.29 | 1.88 | -0.10 | 1.20 | -0.79 | 0.45 | 0.12 | 2.34 | -1.12 | 3.02 | 0.40 | -0.45 | 0.04 | 1.96 | 1.40 | -0.34 | 0.82 | 1.23 | -1.02 | 0.70 | 1.10 | 0.65 | 1.51 | 2.42 | -0.52 | 1.57 | 15.91 |
| Standard Deviation(%) | NA | 14.45 | 14.19 | 15.75 | 16.32 | NA | NA | … | … | 18.39 | 15.22 | 12.23 | 12.47 | 20.68 | 14.34 | 30.73 | 9.83 | 12.88 | 6.48 | 14.15 | 14.75 | 9.66 | 10.38 | 12.38 | 26.37 | 20.98 | 30.13 | 41.67 | 16.89 | 10.15 | 7.94 | 9.77 | 14.77 | 19.90 | 17.70 | 26.24 |
| Draw Down(%) | NA | 11.72 | 13.31 | 32.23 | 33.50 | NA | NA | … | … | 11.72 | 13.31 | 9.43 | 9.81 | 29.11 | 10.37 | 33.50 | 6.76 | 20.89 | 3.33 | 9.29 | 15.47 | 9.99 | 7.58 | 10.71 | 26.96 | 17.21 | 24.10 | 52.05 | 10.11 | 9.63 | 6.14 | 7.14 | 14.39 | 27.35 | 17.42 | 3.89 |
| Yield(%) | 0.00 | 5.37 | 5.62 | 3.61 | 4.15 | 4.61 | 4.60 | … | … | 0.54 | 6.02 | 6.74 | 4.05 | 1.61 | 2.54 | 1.63 | 4.15 | 4.54 | 3.40 | 3.65 | 2.91 | 13.42 | 7.56 | 9.98 | 0.51 | 0.11 | 0.84 | 0.48 | 11.68 | 13.94 | 8.49 | 1.64 | 0.79 | 0.23 | 0.48 | 0.17 |
Data as of 06/03/2026, Common starting date is 12/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVFX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS Z) |
-13.90%
Feb 2006 – Feb 2009 |
-4.73%
Feb 2004 – Feb 2009 |
2.45%
Sep 2012 – Sep 2022 |
1.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSVFX (COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND COLUMBIA GLOBAL DIVIDEND OPPORTUNITY FUND CLASS Z) |
23.71%
Feb 2009 – Feb 2012 |
19.47%
Feb 2009 – Feb 2014 |
10.65%
Feb 2009 – Feb 2019 |
8.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart