Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVQBX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS B) | NA | 14.71% | 7.17% | 12.92% | NA | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 12/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVQBX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS B) | 12/18/2008 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 14.71 | 7.17 | 12.92 | NA | NA | NA | … | … | 6.76 | 12.95 | -4.79 | 14.40 | 32.40 | 15.49 | -5.09 | -1.45 | 14.82 | 1.80 |
| Sharpe Ratio | NA | 1.56 | 0.51 | 1.00 | NA | NA | NA | … | … | 1.38 | 0.89 | -0.30 | 1.24 | 2.70 | 1.17 | -0.20 | -0.06 | 0.45 | 2.81 |
| Standard Deviation(%) | NA | 9.19 | 13.67 | 12.88 | NA | NA | NA | … | … | 8.11 | 14.32 | 15.82 | 11.59 | 11.98 | 13.33 | 25.76 | 26.71 | 32.93 | 26.82 |
| Draw Down(%) | NA | 4.23 | 17.17 | 17.17 | NA | NA | NA | … | … | 3.95 | 11.19 | 13.73 | 8.71 | 5.62 | 12.12 | 24.57 | 16.86 | 34.10 | 3.50 |
| Yield(%) | 0.00 | 0.91 | 3.91 | 5.61 | 4.18 | 2.78 | 2.09 | … | … | 0.00 | 0.97 | 5.37 | 5.81 | 7.30 | 5.13 | 9.09 | 0.73 | 0.00 | 0.73 |
Data as of 08/04/2017, Common starting date is 12/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVQBX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS B) |
1.30%
Nov 2009 – Nov 2012 |
6.92%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVQBX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS B) |
23.62%
Sep 2011 – Sep 2014 |
16.60%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart