Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R4) | NA | 8.38% | -4.16% | -1.49% | 0.79% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R4) | 11/12/2012 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 8.38 | -4.16 | -1.49 | 0.79 | NA | NA | … | … | 1.82 | 4.29 | -16.86 | 0.06 | 4.80 | 6.81 | 1.97 | 3.25 | 2.07 | 1.34 | 3.43 | -4.28 | -2.43 |
| Sharpe Ratio | NA | 0.31 | -0.89 | -0.54 | -0.14 | NA | NA | … | … | -0.62 | 0.00 | -1.95 | 0.02 | 1.03 | 1.82 | 0.21 | 1.00 | 0.79 | 0.49 | 1.55 | -1.48 | -3.11 |
| Standard Deviation(%) | NA | 8.19 | 9.00 | 7.28 | 5.51 | NA | NA | … | … | 8.00 | 9.80 | 9.40 | 1.75 | 4.41 | 2.98 | 3.11 | 2.65 | 2.35 | 2.66 | 2.20 | 2.92 | 5.53 |
| Draw Down(%) | NA | 6.06 | 23.36 | 24.65 | 24.65 | NA | NA | … | … | 6.06 | 11.40 | 20.99 | 2.39 | 8.00 | 1.43 | 2.07 | 1.48 | 2.97 | 1.08 | 1.09 | 4.63 | 2.43 |
| Yield(%) | 0.00 | 4.45 | 2.88 | 10.10 | 6.51 | 4.18 | 3.14 | … | … | 3.45 | 3.82 | 2.52 | 2.34 | 7.36 | 3.02 | 2.65 | 2.86 | 2.62 | 3.15 | 0.63 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R4) |
-7.86%
Oct 2020 – Oct 2023 |
-2.15%
Oct 2018 – Oct 2023 |
-0.36%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUVRX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS R4) |
5.63%
Apr 2018 – Apr 2021 |
4.01%
Feb 2016 – Feb 2021 |
1.43%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart