Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUGUX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R) | NA | -2.70% | -7.22% | -2.36% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUGUX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R) | 03/03/2016 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | -2.70 | -7.22 | -2.36 | NA | NA | NA | … | … | -4.97 | 3.77 | -17.28 | -0.39 | 4.39 | 6.25 | 1.43 | 2.70 | 1.04 |
| Sharpe Ratio | NA | -0.69 | -1.13 | -0.05 | NA | NA | NA | … | … | -2.17 | -0.05 | -1.99 | -0.25 | 0.02 | 1.68 | 0.04 | 0.80 | 0.46 |
| Standard Deviation(%) | NA | 9.38 | 8.36 | 88.08 | NA | NA | NA | … | … | 8.86 | 9.79 | 9.42 | 1.69 | 196.25 | 2.88 | 3.31 | 2.60 | 2.26 |
| Draw Down(%) | NA | 10.81 | 25.53 | 80.77 | NA | NA | NA | … | … | 5.75 | 11.69 | 21.34 | 2.64 | 75.19 | 1.43 | 2.30 | 1.51 | 3.00 |
| Yield(%) | 0.00 | 3.46 | 2.18 | 8.65 | 5.01 | 3.34 | 2.50 | … | … | 0.93 | 3.33 | 2.07 | 1.84 | 10.88 | 2.48 | 2.13 | 2.32 | 1.97 |
Data as of 04/19/2024, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGUX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R) |
-40.80%
Aug 2020 – Aug 2023 |
-2.63%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGUX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R) |
65.11%
Feb 2017 – Feb 2020 |
3.35%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart