Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Y) | -0.38% | 4.57% | 4.78% | -1.05% | 1.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Y) | 10/03/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.57 | 4.78 | -1.05 | 1.60 | NA | NA | … | … | -0.38 | 9.68 | 1.92 | 4.45 | -16.78 | 0.23 | 6.99 | 6.98 | 2.11 | 3.36 | 2.62 | 1.45 | 1.75 |
| Sharpe Ratio | NA | 0.58 | 0.28 | -0.45 | 0.01 | NA | NA | … | … | -0.57 | 1.07 | -0.22 | 0.08 | -1.94 | 0.12 | 1.52 | 1.86 | 0.23 | 1.04 | 1.06 | 0.56 | 3.59 |
| Standard Deviation(%) | NA | 5.30 | 7.50 | 7.76 | 5.93 | NA | NA | … | … | 5.30 | 6.37 | 7.91 | 9.79 | 9.41 | 1.76 | 4.41 | 2.95 | 3.25 | 2.62 | 2.27 | 2.55 | 2.07 |
| Draw Down(%) | NA | 4.19 | 8.92 | 24.41 | 24.41 | NA | NA | … | … | 4.19 | 2.92 | 6.61 | 11.26 | 20.95 | 2.31 | 7.87 | 1.43 | 1.93 | 1.30 | 2.97 | 1.22 | 0.54 |
| Yield(%) | 0.00 | 4.26 | 4.23 | 2.97 | 9.09 | 6.44 | 4.83 | … | … | 1.38 | 4.64 | 4.23 | 3.97 | 2.64 | 2.47 | 13.24 | 3.16 | 2.79 | 2.97 | 2.98 | 3.27 | 0.64 |
Data as of 06/04/2026, Common starting date is 10/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Y) |
-7.38%
Oct 2020 – Oct 2023 |
-1.64%
Oct 2018 – Oct 2023 |
1.11%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Y) |
6.54%
Oct 2022 – Oct 2025 |
4.63%
Feb 2016 – Feb 2021 |
2.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart