Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVBWX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS T) | NA | -2.02% | 8.09% | 5.55% | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 11/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVBWX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS T) | 11/18/2011 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | -2.02 | 8.09 | 5.55 | NA | NA | NA | … | … | -2.56 | 15.06 | 10.51 | -4.64 | 8.39 | 24.08 | 13.09 | 0.37 |
| Sharpe Ratio | NA | -0.28 | 0.77 | 0.54 | NA | NA | NA | … | … | -0.33 | 2.50 | 1.03 | -0.47 | 0.91 | 3.12 | 1.57 | 0.25 |
| Standard Deviation(%) | NA | 12.03 | 9.65 | 9.57 | NA | NA | NA | … | … | 12.24 | 5.81 | 9.95 | 9.84 | 9.19 | 7.71 | 8.39 | 13.56 |
| Draw Down(%) | NA | 10.79 | 12.81 | 21.67 | NA | NA | NA | … | … | 10.79 | 2.56 | 12.12 | 12.56 | 9.10 | 5.40 | 8.63 | 3.90 |
| Yield(%) | 0.00 | 1.51 | 4.10 | 4.13 | 3.32 | 2.21 | 1.66 | … | … | 1.49 | 3.07 | 1.82 | 8.67 | 4.97 | 2.53 | 3.36 | 0.00 |
Data as of 12/14/2018, 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 |
|---|---|---|---|---|
| CVBWX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS T) |
3.98%
Jun 2014 – Jun 2017 |
6.75%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVBWX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS T) |
16.08%
May 2012 – May 2015 |
10.77%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart