Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVOWX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS T) | NA | -17.88% | 2.64% | 1.82% | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 12/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVOWX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS T) | 12/10/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.94 | -17.88 | 2.64 | 1.82 | NA | NA | NA | … | … | -19.80 | 12.84 | 17.23 | -6.34 | 6.50 | 34.79 | 18.25 | -8.32 | 1.92 |
| Sharpe Ratio | NA | -1.08 | 0.12 | 0.10 | NA | NA | NA | … | … | -1.21 | 1.10 | 1.00 | -0.41 | 0.46 | 2.62 | 1.26 | -0.30 | 5.56 |
| Standard Deviation(%) | NA | 17.80 | 15.65 | 15.26 | NA | NA | NA | … | … | 18.03 | 11.16 | 16.92 | 15.49 | 14.05 | 13.28 | 14.60 | 27.70 | 7.35 |
| Draw Down(%) | NA | 23.75 | 23.75 | 25.18 | NA | NA | NA | … | … | 23.75 | 5.95 | 14.49 | 14.92 | 12.66 | 5.24 | 11.45 | 28.05 | 0.89 |
| Yield(%) | 0.00 | 0.00 | 5.99 | 7.21 | 5.26 | 3.51 | 2.63 | … | … | 0.00 | 9.46 | 0.28 | 5.49 | 15.40 | 10.33 | 0.61 | 0.12 | 0.64 |
Data as of 12/14/2018, Common starting date is 12/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVOWX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS T) |
2.69%
Oct 2013 – Oct 2016 |
5.10%
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 |
|---|---|---|---|---|
| CVOWX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS T) |
21.43%
Sep 2011 – Sep 2014 |
13.81%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart