Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVQTX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS T) | NA | 8.36% | 10.53% | 9.11% | 8.27% | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 03/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVQTX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS T) | 03/09/2011 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 8.36 | 10.53 | 9.11 | 8.27 | NA | NA | … | … | 10.43 | -7.26 | 29.53 | 2.01 | 19.18 | -9.28 | 17.80 | 13.79 | -4.14 | 15.39 | 33.19 | 16.28 | -3.02 |
| Sharpe Ratio | NA | 0.31 | 0.54 | 0.35 | 0.41 | NA | NA | … | … | 0.52 | -0.42 | 2.09 | 0.05 | 1.46 | -0.67 | 2.26 | 0.95 | -0.27 | 1.32 | 2.78 | 1.22 | -0.14 |
| Standard Deviation(%) | NA | 13.33 | 16.18 | 21.44 | 17.76 | NA | NA | … | … | 13.16 | 20.48 | 14.11 | 36.45 | 12.16 | 15.75 | 7.63 | 14.27 | 15.68 | 11.65 | 11.93 | 13.40 | 27.01 |
| Draw Down(%) | NA | 10.61 | 18.26 | 37.85 | 37.85 | NA | NA | … | … | 10.61 | 18.26 | 5.35 | 37.85 | 7.94 | 20.68 | 3.74 | 11.16 | 13.46 | 8.65 | 5.56 | 12.05 | 21.15 |
| Yield(%) | 0.00 | 11.37 | 14.25 | 13.33 | 9.38 | 8.79 | 6.59 | … | … | 0.00 | 10.73 | 31.01 | 1.54 | 11.60 | 9.66 | 8.01 | 1.74 | 6.08 | 6.56 | 8.09 | 6.27 | 10.12 |
Data as of 12/08/2023, Common starting date is 03/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVQTX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS T) |
-2.55%
Mar 2017 – Mar 2020 |
0.93%
Mar 2015 – Mar 2020 |
7.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVQTX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS T) |
24.51%
Sep 2011 – Sep 2014 |
15.81%
Sep 2011 – Sep 2016 |
13.10%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart