Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVBRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R) | NA | 4.60% | -4.74% | 8.07% | 7.59% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 11/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVBRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R) | 11/18/2011 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 4.60 | -4.74 | 8.07 | 7.59 | NA | NA | … | … | -2.70 | 11.64 | -19.77 | 3.46 | 47.55 | 25.79 | -1.24 | 14.80 | 10.28 | -4.83 | 8.18 | 23.76 | 12.82 | 0.37 |
| Sharpe Ratio | NA | 0.09 | -0.52 | 0.42 | 0.51 | NA | NA | … | … | -1.51 | 0.80 | -1.18 | 0.23 | 2.14 | 2.62 | -0.21 | 2.45 | 1.01 | -0.50 | 0.89 | 3.07 | 1.55 | 0.25 |
| Standard Deviation(%) | NA | 8.65 | 13.35 | 15.52 | 12.88 | NA | NA | … | … | 8.16 | 9.31 | 17.93 | 15.21 | 22.00 | 9.29 | 11.95 | 5.80 | 9.94 | 9.78 | 9.17 | 7.73 | 8.33 | 13.38 |
| Draw Down(%) | NA | 10.97 | 26.81 | 28.97 | 28.97 | NA | NA | … | … | 4.35 | 10.97 | 23.09 | 13.26 | 26.61 | 4.74 | 13.04 | 2.55 | 12.15 | 12.66 | 9.11 | 5.40 | 8.73 | 3.83 |
| Yield(%) | 0.00 | 2.34 | 8.42 | 10.83 | 8.33 | 8.06 | 6.05 | … | … | 0.53 | 2.50 | 6.98 | 18.75 | 10.22 | 7.17 | 4.69 | 2.80 | 1.63 | 8.39 | 4.65 | 2.25 | 3.03 | 0.00 |
Data as of 04/19/2024, Common starting date is 11/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVBRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R) |
-4.62%
Feb 2021 – Feb 2024 |
4.68%
Mar 2015 – Mar 2020 |
7.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVBRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R) |
24.30%
Dec 2018 – Dec 2021 |
21.88%
Feb 2016 – Feb 2021 |
13.19%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart