Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSHX (Columbia Ultra Short Term Bond Fund Advisor Class) | NA | 6.33% | 4.07% | 2.90% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSHX (Columbia Ultra Short Term Bond Fund Advisor Class) | 12/04/2018 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.33 | 4.07 | 2.90 | NA | NA | NA | … | … | 5.17 | 6.11 | 1.06 | 0.13 | 1.74 | 2.92 | 0.28 |
| Sharpe Ratio | NA | -0.21 | 0.09 | 0.39 | NA | NA | NA | … | … | -0.86 | 1.35 | -0.33 | 0.37 | 1.04 | 1.60 | 2.35 |
| Standard Deviation(%) | NA | 1.48 | 1.26 | 1.19 | NA | NA | NA | … | … | 1.44 | 1.39 | 0.97 | 0.28 | 1.45 | 0.95 | 1.07 |
| Draw Down(%) | NA | 0.11 | 0.69 | 3.09 | NA | NA | NA | … | … | 0.11 | 0.22 | 0.61 | 0.25 | 3.09 | 0.11 | 0.00 |
| Yield(%) | 0.00 | 4.79 | 3.10 | 2.34 | 1.40 | 0.93 | 0.70 | … | … | 4.00 | 3.87 | 1.33 | 0.58 | 1.50 | 2.45 | 0.17 |
Data as of 11/25/2024, Common starting date is 12/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSHX (Columbia Ultra Short Term Bond Fund Advisor Class) |
0.80%
Oct 2019 – Oct 2022 |
2.43%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSHX (Columbia Ultra Short Term Bond Fund Advisor Class) |
4.03%
Oct 2021 – Oct 2024 |
2.87%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart