Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS I) | NA | 163.16% | 35.50% | 47.01% | 72.66% | 43.20% | 29.30% | … | … |
Data as of 08/23/2021, Common starting date is 07/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS I) | 07/09/2001 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 163.16 | 35.50 | 47.01 | 72.66 | 43.20 | 29.30 | … | … | 117.39 | 72.93 | -18.90 | 63.18 | 6.35 | 13.86 | 27.69 | -26.97 | 16.34 | 174.19 | -29.86 | -22.73 | -67.01 | -31.73 | 251.80 | 74.40 | 31.01 | -56.35 | 25.69 | 8.27 | -18.15 |
| Sharpe Ratio | NA | 2.71 | 0.59 | 0.89 | 1.23 | NA | NA | … | … | 4.10 | 1.17 | -0.73 | 0.86 | -0.31 | -0.53 | 0.22 | -0.86 | -0.04 | 2.28 | -1.87 | -1.20 | -1.72 | -0.95 | 2.32 | 0.59 | 0.15 | -2.43 | 0.13 | -0.37 | -0.36 |
| Standard Deviation(%) | NA | 60.27 | 58.75 | 52.26 | 58.64 | NA | NA | … | … | 57.78 | 61.57 | 57.38 | 48.60 | 41.97 | 37.98 | 41.48 | 52.71 | 62.47 | 69.28 | 25.95 | 34.17 | 49.79 | 54.03 | 99.61 | 73.36 | 108.76 | 31.26 | 47.69 | 31.67 | 159.10 |
| Draw Down(%) | NA | 26.79 | 50.95 | 50.95 | 50.95 | NA | NA | … | … | 24.58 | 26.79 | 41.78 | 30.66 | 27.11 | 21.69 | 26.23 | 44.64 | 31.38 | 25.00 | 38.00 | 52.38 | 70.01 | 63.88 | 70.30 | 37.85 | 62.11 | 56.35 | 40.28 | 19.09 | 48.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.69 | 42.71 | 20.69 | 12.12 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.75 | 21.45 | 34.31 | 18.15 | 38.43 | 178.49 | 66.62 | 14.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 07/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS I) |
-49.50%
Sep 2007 – Sep 2010 |
-11.27%
May 2007 – May 2012 |
-4.04%
Sep 2001 – Sep 2011 |
23.61%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS I) |
207.00%
Mar 2011 – Mar 2014 |
111.99%
Oct 2011 – Oct 2016 |
70.20%
Jul 2011 – Jul 2021 |
44.04%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart