Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVERX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R5) | 19.62% | 36.80% | 19.87% | 11.00% | 11.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVERX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R5) | 11/12/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 36.80 | 19.87 | 11.00 | 11.93 | NA | NA | … | … | 19.62 | 13.89 | 13.23 | 10.62 | -9.20 | 32.33 | 7.04 | 31.80 | -13.56 | 13.80 | 14.23 | -4.68 | 3.53 | 21.05 | 5.33 |
| Sharpe Ratio | NA | 2.21 | 1.02 | 0.44 | 0.50 | NA | NA | … | … | 2.76 | 0.59 | 0.73 | 0.43 | -0.44 | 1.81 | 0.16 | 2.42 | -1.00 | 1.68 | 0.91 | -0.31 | 0.24 | 1.25 | 4.14 |
| Standard Deviation(%) | NA | 13.93 | 15.77 | 18.09 | 20.13 | NA | NA | … | … | 15.60 | 18.75 | 13.11 | 16.21 | 24.13 | 17.80 | 41.46 | 12.51 | 15.02 | 7.87 | 15.34 | 15.37 | 14.75 | 16.79 | 11.74 |
| Draw Down(%) | NA | 8.56 | 20.84 | 20.84 | 43.30 | NA | NA | … | … | 8.56 | 18.51 | 8.20 | 15.57 | 19.77 | 8.13 | 43.30 | 7.20 | 21.61 | 4.20 | 13.75 | 12.14 | 15.16 | 11.45 | 2.58 |
| Yield(%) | 0.00 | 6.87 | 5.88 | 5.79 | 8.28 | 7.59 | 5.69 | … | … | 0.22 | 6.88 | 7.23 | 1.62 | 5.29 | 10.75 | 3.28 | 4.30 | 22.79 | 19.28 | 8.42 | 13.79 | 8.17 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CVERX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R5) |
-5.54%
Mar 2017 – Mar 2020 |
-1.33%
Mar 2015 – Mar 2020 |
5.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVERX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS R5) |
24.37%
Mar 2020 – Mar 2023 |
18.45%
Mar 2020 – Mar 2025 |
12.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart