Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R4) | NA | 22.06% | 8.55% | 12.27% | 11.26% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME 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 (%) | 1.55 | 22.06 | 8.55 | 12.27 | 11.26 | NA | NA | … | … | 19.75 | 7.30 | -4.94 | 26.26 | 12.09 | 28.16 | -4.40 | 20.80 | 12.89 | 0.64 | 10.92 | 24.41 | 1.57 |
| Sharpe Ratio | NA | 1.89 | 0.36 | 0.55 | 0.63 | NA | NA | … | … | 1.95 | 0.32 | -0.34 | 2.21 | 0.35 | 2.40 | -0.39 | 3.30 | 1.12 | 0.04 | 1.03 | 2.30 | 1.23 |
| Standard Deviation(%) | NA | 9.50 | 13.98 | 19.06 | 16.00 | NA | NA | … | … | 9.42 | 11.39 | 18.79 | 11.87 | 33.27 | 11.10 | 14.91 | 6.13 | 11.35 | 14.80 | 10.60 | 10.59 | 10.19 |
| Draw Down(%) | NA | 4.72 | 16.98 | 32.77 | 32.77 | NA | NA | … | … | 4.72 | 9.27 | 16.98 | 4.92 | 32.77 | 5.45 | 15.99 | 2.38 | 7.17 | 11.51 | 7.74 | 5.38 | 2.97 |
| Yield(%) | 0.00 | 1.98 | 2.91 | 3.99 | 5.46 | 5.10 | 3.82 | … | … | 1.43 | 2.02 | 3.48 | 3.51 | 5.76 | 3.55 | 6.69 | 5.07 | 4.18 | 7.58 | 7.20 | 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 |
|---|---|---|---|---|
| CVIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R4) |
4.31%
Mar 2017 – Mar 2020 |
6.34%
Mar 2015 – Mar 2020 |
9.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVIRX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS R4) |
21.95%
Dec 2018 – Dec 2021 |
16.46%
Oct 2016 – Oct 2021 |
12.06%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart